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Robertson Stephens Wealth Management’s Bank of America BAC Stock Holding History

Robertson Stephens 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 		$12.9M Sell
225,797
-210
-0.1% -$11.2K 0.32% 60
2026
Q1 		$11M Buy
226,007
+178,080
+372% +$9.19M 0.31% 64
2025
Q4 		$2.64M Buy
47,927
+9,455
+25% +$500K 0.07% 184
2025
Q3 		$1.98M Sell
38,472
-3,363
-8% -$164K 0.06% 181
2025
Q2 		$1.98M Sell
41,835
-1,374
-3% -$57.8K 0.06% 190
2025
Q1 		$1.8M Sell
43,209
-194,260
-82% -$8.66M 0.06% 202
2024
Q4 		$10.4M Sell
237,469
-1,191
-0.5% -$52.4K 0.37% 57
2024
Q3 		$9.47M Sell
238,660
-11,549
-5% -$463K 0.34% 65
2024
Q2 		$9.95M Buy
250,209
+5,369
+2% +$206K 0.5% 39
2024
Q1 		$9.28M Buy
244,840
+13,954
+6% +$479K 0.49% 41
2023
Q4 		$7.77M Sell
230,886
-21,097
-8% -$614K 0.47% 39
2023
Q3 		$6.9M Sell
251,983
-8,565
-3% -$253K 0.47% 43
2023
Q2 		$7.48M Sell
260,548
-10,797
-4% -$308K 0.53% 38
2023
Q1 		$7.76M Buy
271,345
+241
+0.1% +$7.96K 0.6% 33
2022
Q4 		$8.98M Sell
271,104
-33,009
-11% -$1.14M 0.87% 24
2022
Q3 		$9.18M Sell
304,113
-3,210
-1% -$107K 0.96% 25
2022
Q2 		$9.57M Sell
307,323
-748
-0.2% -$26.9K 0.9% 26
2022
Q1 		$12.7M Buy
308,071
+7,676
+3% +$346K 1.07% 19
2021
Q4 		$13.4M Buy
300,395
+68,761
+30% +$3.13M 1.12% 17
2021
Q3 		$9.83M Buy
231,634
+392
+0.2% +$15.8K 1.11% 21
2021
Q2 		$9.53M Sell
231,242
-8,380
-3% -$344K 1.14% 19
2021
Q1 		$9.27M Buy
239,622
+225,997
+1,659% +$7.8M 1.48% 17
2020
Q4 		$412K Sell
13,625
-1,100
-7% -$29.5K 0.09% 153
2020
Q3 		$354K Sell
14,725
-13,860
-48% -$345K 0.09% 163
2020
Q2 		$678K Buy
28,585
+1,133
+4% +$26.8K 0.2% 91
2020
Q1 		$583K Buy
27,452
+15,152
+123% +$454K 0.2% 95
2019
Q4 		$433K Buy
12,300
+2,000
+19% +$64.6K 0.22% 74
2019
Q3 		$300K Hold
10,300
– – 0.15% 95
2019
Q2 		$299K Buy
10,300
+1,800
+21% +$51.9K 0.29% 58
2019
Q1 		$235K Hold
8,500
– – 0.2% 58
2018
Q4 		$209K Buy
+8,500
New +$231K 0.21% 54

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Robertson Stephens Wealth Management's BAC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Bank of America (BAC) stake by 0.09% in Q2 2026, selling an estimated $11.2K and leaving 225,797 shares worth $12.9M. The position accounts for 0.32% of the portfolio, ranked #60.

Robertson Stephens Wealth Management first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.4M in Q4 2021. 1,646 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Robertson Stephens Wealth Management held 225,797 shares of Bank of America worth $12.9M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 210 Bank of America shares in Q2 2026, an estimated $11.2K.
  • Bank of America made up 0.32% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Robertson Stephens Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's Bank of America position peaked at $13.4M in Q4 2021.
  • 1,646 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.