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Riversedge Advisors’s Bank of America BAC Stock Holding History

Riversedge 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 		$714K Buy
12,527
+2,301
+23% +$122K 0.09% 86
2026
Q1 		$499K Sell
10,226
-2,628
-20% -$136K 0.08% 88
2025
Q4 		$707K Buy
12,854
+409
+3% +$21.6K 0.11% 58
2025
Q3 		$642K Buy
12,445
+1,845
+17% +$90K 0.11% 62
2025
Q2 		$502K Buy
10,600
+841
+9% +$35.4K 0.1% 63
2025
Q1 		$407K Sell
9,759
-107
-1% -$4.77K 0.09% 72
2024
Q4 		$434K Buy
9,866
+438
+5% +$19.3K 0.1% 66
2024
Q3 		$374K Sell
9,428
-41
-0.4% -$1.64K 0.08% 63
2024
Q2 		$377K Sell
9,469
-272
-3% -$10.4K 0.09% 60
2024
Q1 		$369K Sell
9,741
-1,802
-16% -$61.9K 0.09% 58
2023
Q4 		$389K Buy
11,543
+1,447
+14% +$42.1K 0.11% 56
2023
Q3 		$276K Buy
10,096
+67
+0.7% +$1.98K 0.08% 63
2023
Q2 		$288K Buy
10,029
+169
+2% +$4.82K 0.08% 64
2023
Q1 		$282K Buy
9,860
+3,692
+60% +$122K 0.08% 67
2022
Q4 		$204K Sell
6,168
-5,243
-46% -$181K 0.07% 66
2022
Q3 		$345K Sell
11,411
-9,669
-46% -$323K 0.12% 58
2022
Q2 		$656K Buy
21,080
+186
+0.9% +$6.7K 0.24% 40
2022
Q1 		$861K Buy
20,894
+512
+3% +$23.1K 0.28% 37
2021
Q4 		$907K Sell
20,382
-32
-0.2% -$1.46K 0.29% 35
2021
Q3 		$867K Buy
20,414
+2,880
+16% +$116K 0.3% 33
2021
Q2 		$723K Buy
17,534
+7,929
+83% +$325K 0.26% 28
2021
Q1 		$372K Sell
9,605
-10,802
-53% -$373K 0.16% 33
2020
Q4 		$619K Buy
20,407
+1,118
+6% +$30K 0.29% 29
2020
Q3 		$465K Buy
19,289
+2,592
+16% +$64.5K 0.25% 33
2020
Q2 		$397K Sell
16,697
-2,103
-11% -$49.7K 0.23% 34
2020
Q1 		$399K Buy
18,800
+1,365
+8% +$40.9K 0.35% 26
2019
Q4 		$614K Buy
17,435
+321
+2% +$10.4K 0.73% 22
2019
Q3 		$453K Hold
17,114
– – 0.64% 25
2019
Q2 		$453K Buy
+17,114
New +$494K 0.64% 25

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Riversedge Advisors's BAC Position: Q2 2026 in Review

Riversedge Advisors increased its Bank of America (BAC) stake by 23% in Q2 2026, buying an estimated $122K and bringing the position to 12,527 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #86.

Riversedge Advisors first reported a position in BAC in Q2 2019 and has held it in 29 quarters since. The position peaked at $907K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Riversedge Advisors held 12,527 shares of Bank of America worth $714K as of Q2 2026.
  • Riversedge Advisors bought 2,301 Bank of America shares in Q2 2026, an estimated $122K.
  • Bank of America made up 0.09% of Riversedge Advisors's portfolio in Q2 2026, its #86 holding.
  • Riversedge Advisors first reported a position in Bank of America in Q2 2019 and has held it in 29 quarters since.
  • Riversedge Advisors's Bank of America position peaked at $907K in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.