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Regent Peak Wealth Advisors’s Bank of America BAC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$802K Buy
14,073
+564
+4% +$30K 0.15% 70
2026
Q1 		$659K Buy
13,509
+901
+7% +$46.5K 0.13% 70
2025
Q4 		$693K Buy
12,608
+548
+5% +$29K 0.14% 66
2025
Q3 		$622K Buy
+12,060
New +$588K 0.12% 73
2025
Q1 		$500K Buy
11,975
+4
+0% +$178 0.12% 82
2024
Q4 		$526K Buy
11,971
+1,116
+10% +$49.1K 0.12% 80
2024
Q3 		$431K Buy
10,855
+189
+2% +$7.58K 0.1% 95
2024
Q2 		$424K Buy
10,666
+524
+5% +$20.1K 0.1% 97
2024
Q1 		$385K Buy
10,142
+166
+2% +$5.7K 0.1% 100
2023
Q4 		$336K Buy
9,976
+314
+3% +$9.14K 0.09% 103
2023
Q3 		$265K Buy
9,662
+1,322
+16% +$39.1K 0.08% 118
2023
Q2 		$239K Buy
8,340
+378
+5% +$10.8K 0.07% 127
2023
Q1 		$228K Sell
7,962
-1,317
-14% -$43.5K 0.07% 136
2022
Q4 		$311K Buy
9,279
+120
+1% +$4.13K 0.1% 113
2022
Q3 		$276K Buy
9,159
+450
+5% +$15K 0.1% 122
2022
Q2 		$271K Sell
8,709
-262
-3% -$9.43K 0.09% 123
2022
Q1 		$370K Buy
8,971
+405
+5% +$18.3K 0.11% 109
2021
Q4 		$381K Buy
8,566
+440
+5% +$20K 0.1% 112
2021
Q3 		$345K Buy
8,126
+143
+2% +$5.76K 0.1% 115
2021
Q2 		$306K Buy
7,983
+1,170
+17% +$48K 0.09% 126
2021
Q1 		$263K Buy
6,813
+1,629
+31% +$56.2K 0.09% 128
2020
Q4 		$157K Buy
+5,184
New +$139K 0.05% 165
2020
Q3 		– Sell
-12,300
Closed -$292K – 130
2020
Q2 		$292K Buy
+12,300
New +$291K 0.13% 93
2020
Q1 		– Sell
-12,849
Closed -$452K – 115
2019
Q4 		$452K Buy
+12,849
New +$415K 0.21% 77

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Regent Peak Wealth Advisors's BAC Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Bank of America (BAC) stake by 4.2% in Q2 2026, buying an estimated $30K and bringing the position to 14,073 shares worth $802K. The position accounts for 0.15% of the portfolio, ranked #70.

Regent Peak Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 24 quarters since. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Regent Peak Wealth Advisors held 14,073 shares of Bank of America worth $802K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 564 Bank of America shares in Q2 2026, an estimated $30K.
  • Bank of America made up 0.15% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Regent Peak Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 24 quarters since.
  • 739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.