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Retirement Wealth Solutions’s Bank of America BAC Stock Holding History

Retirement Wealth Solutions’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 		$54K Buy
948
+2
+0.2% +$106 0.03% 98
2026
Q1 		$46.1K Buy
946
+4
+0.4% +$206 0.03% 92
2025
Q4 		$51.8K Hold
942
– – 0.03% 99
2025
Q3 		$48.6K Buy
942
+1
+0.1% +$49 0.03% 98
2025
Q2 		$44.5K Hold
941
– – 0.03% 99
2025
Q1 		$39.3K Hold
941
– – 0.03% 92
2024
Q4 		$42.4K Buy
+941
New +$41.4K 0.04% 96

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

Retirement Wealth Solutions's BAC Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Bank of America (BAC) stake by 0.21% in Q2 2026, buying an estimated $106 and bringing the position to 948 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #98.

Retirement Wealth Solutions first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Retirement Wealth Solutions held 948 shares of Bank of America worth $54K as of Q2 2026.
  • Retirement Wealth Solutions bought 2 Bank of America shares in Q2 2026, an estimated $106.
  • Bank of America made up 0.03% of Retirement Wealth Solutions's portfolio in Q2 2026, its #98 holding.
  • Retirement Wealth Solutions first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.