RWB
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RMR Wealth Builders’s Bank of America BAC Stock Holding History

RMR Wealth Builders’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 		$906K Buy
15,896
+123
+0.8% +$6.54K 0.06% 138
2026
Q1 		$769K Sell
15,773
-1,770
-10% -$91.3K 0.06% 134
2025
Q4 		$965K Buy
17,543
+810
+5% +$42.8K 0.08% 120
2025
Q3 		$863K Sell
16,733
-4,433
-21% -$216K 0.07% 122
2025
Q2 		$1M Sell
21,166
-1,266
-6% -$53.3K 0.09% 112
2025
Q1 		$936K Sell
22,432
-2,247
-9% -$100K 0.1% 109
2024
Q4 		$1.08M Sell
24,679
-30,751
-55% -$1.35M 0.11% 103
2024
Q3 		$2.2M Sell
55,430
-576
-1% -$23.1K 0.23% 54
2024
Q2 		$2.23M Buy
56,006
+2,712
+5% +$104K 0.26% 48
2024
Q1 		$2.03M Buy
53,294
+15,361
+40% +$527K 0.25% 54
2023
Q4 		$1.28M Buy
37,933
+7,422
+24% +$216K 0.18% 70
2023
Q3 		$835K Buy
30,511
+15,273
+100% +$452K 0.13% 82
2023
Q2 		$437K Sell
15,238
-26
-0.2% -$742 0.07% 131
2023
Q1 		$437K Sell
15,264
-1,351
-8% -$44.6K 0.08% 123
2022
Q4 		$550K Buy
16,615
+1,285
+8% +$44.3K 0.12% 86
2022
Q3 		$463K Buy
15,330
+235
+2% +$7.86K 0.11% 97
2022
Q2 		$470K Sell
15,095
-1,667
-10% -$60K 0.12% 110
2022
Q1 		$691K Buy
16,762
+6,738
+67% +$304K 0.15% 92
2021
Q4 		$446K Sell
10,024
-3,326
-25% -$152K 0.13% 71
2021
Q3 		$567K Buy
13,350
+1,522
+13% +$61.3K 0.17% 93
2021
Q2 		$488K Sell
11,828
-5,589
-32% -$229K 0.16% 96
2021
Q1 		$674K Buy
17,417
+6,958
+67% +$240K 0.18% 83
2020
Q4 		$317K Sell
10,459
-7,040
-40% -$189K 0.16% 106
2020
Q3 		$422K Buy
17,499
+10,906
+165% +$272K 0.11% 130
2020
Q2 		$157K Buy
+6,593
New +$156K 0.14% 130
2019
Q4 		$270K Buy
+7,660
New +$248K 0.26% 85

Other funds holding BAC

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

RMR Wealth Builders's BAC Position: Q2 2026 in Review

RMR Wealth Builders increased its Bank of America (BAC) stake by 0.78% in Q2 2026, buying an estimated $6.54K and bringing the position to 15,896 shares worth $906K. The position accounts for 0.06% of the portfolio, ranked #138.

RMR Wealth Builders first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.23M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • RMR Wealth Builders held 15,896 shares of Bank of America worth $906K as of Q2 2026.
  • RMR Wealth Builders bought 123 Bank of America shares in Q2 2026, an estimated $6.54K.
  • Bank of America made up 0.06% of RMR Wealth Builders's portfolio in Q2 2026, its #138 holding.
  • RMR Wealth Builders first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Bank of America position peaked at $2.23M in Q2 2024.
  • 1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.