Riverbend Wealth Management’s Bank of America BAC Stock Holding History

Riverbend Wealth Management’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	$1.48M	Buy	25,953 +1,715	+7%	+$91.2K	0.74%	39
2026 Q1	$1.18M	Sell	24,238 -1,132	-4%	-$58.4K	0.68%	41
2025 Q4	$1.4M	Buy	25,370 +1,149	+5%	+$60.7K	0.87%	32
2025 Q3	$1.25M	Sell	24,221 -131	-0.5%	-$6.39K	0.87%	33
2025 Q2	$1.15M	Buy	24,352 +841	+4%	+$35.4K	0.87%	33
2025 Q1	$981K	Buy	23,511 +999	+4%	+$44.5K	0.88%	34
2024 Q4	$991K	Buy	+22,512	New	+$990K	0.88%	33

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Riverbend Wealth Management's BAC Position: Q2 2026 in Review

Riverbend Wealth Management increased its Bank of America (BAC) stake by 7.1% in Q2 2026, buying an estimated $91.2K and bringing the position to 25,953 shares worth $1.48M. The position accounts for 0.74% of the portfolio, ranked #39.

Riverbend Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,731 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Riverbend Wealth Management held 25,953 shares of Bank of America worth $1.48M as of Q2 2026.
Riverbend Wealth Management bought 1,715 Bank of America shares in Q2 2026, an estimated $91.2K.
Bank of America made up 0.74% of Riverbend Wealth Management's portfolio in Q2 2026, its #39 holding.
Riverbend Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,731 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.