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Rise Advisors’s Bank of America BAC Stock Holding History

Rise 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 		$713K Buy
12,509
+198
+2% +$10.5K 0.2% 40
2026
Q1 		$607K Sell
12,311
-116
-0.9% -$5.99K 0.21% 42
2025
Q4 		$683K Sell
12,427
-166
-1% -$8.78K 0.24% 37
2025
Q3 		$650K Buy
12,593
+559
+5% +$27.3K 0.23% 33
2025
Q2 		$569K Sell
12,034
-453
-4% -$19.1K 0.23% 39
2025
Q1 		$521K Buy
12,487
+255
+2% +$11.4K 0.23% 38
2024
Q4 		$538K Sell
12,232
-52
-0.4% -$2.29K 0.26% 36
2024
Q3 		$487K Sell
12,284
-524
-4% -$21K 0.23% 44
2024
Q2 		$509K Buy
12,808
+1,319
+11% +$50.5K 0.27% 36
2024
Q1 		$436K Sell
11,489
-2,765
-19% -$94.9K 0.23% 43
2023
Q4 		$480K Buy
14,254
+2,877
+25% +$83.8K 0.34% 25
2023
Q3 		$311K Buy
11,377
+282
+3% +$8.34K 0.25% 34
2023
Q2 		$318K Sell
11,095
-532
-5% -$15.2K 0.25% 45
2023
Q1 		$333K Sell
11,627
-168
-1% -$5.55K 0.25% 44
2022
Q4 		$391K Buy
11,795
+77
+0.7% +$2.65K 0.31% 39
2022
Q3 		$354K Buy
11,718
+81
+0.7% +$2.71K 0.29% 41
2022
Q2 		$362K Sell
11,637
-2
-0% -$72 0.37% 39
2022
Q1 		$480K Buy
11,639
+7,311
+169% +$330K 0.43% 34
2021
Q4 		$193K Buy
+4,328
New +$197K 0.18% 67

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

Rise Advisors's BAC Position: Q2 2026 in Review

Rise Advisors increased its Bank of America (BAC) stake by 1.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 12,509 shares worth $713K. The position accounts for 0.2% of the portfolio, ranked #40.

Rise Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Rise Advisors held 12,509 shares of Bank of America worth $713K as of Q2 2026.
  • Rise Advisors bought 198 Bank of America shares in Q2 2026, an estimated $10.5K.
  • Bank of America made up 0.2% of Rise Advisors's portfolio in Q2 2026, its #40 holding.
  • Rise Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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