RTD Financial Advisors’s Bank of America BAC Stock Holding History

RTD Financial 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	$318K	Buy	5,578 +1,147	+26%	+$61K	0.03%	112
2026 Q1	$216K	Buy	4,431 +43	+1%	+$2.22K	0.03%	113
2025 Q4	$241K	Buy	4,388 +8	+0.2%	+$423	0.03%	109
2025 Q3	$226K	Hold	4,380	–	–	0.03%	105
2025 Q2	$207K	Buy	+4,380	New	+$184K	0.03%	106
2022 Q4	–	Sell	-7,175	Closed	-$217K	–	95
2022 Q3	$217K	Sell	7,175 -1,338	-16%	-$44.7K	0.04%	90
2022 Q2	$265K	Sell	8,513 -3,932	-32%	-$142K	0.04%	96
2022 Q1	$513K	Buy	12,445 +757	+6%	+$34.2K	0.07%	78
2021 Q4	$520K	Buy	+11,688	New	+$532K	0.07%	81

Other funds holding BAC

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

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) 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

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 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

RTD Financial Advisors's BAC Position: Q2 2026 in Review

RTD Financial Advisors increased its Bank of America (BAC) stake by 26% in Q2 2026, buying an estimated $61K and bringing the position to 5,578 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #112.

RTD Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 9 quarters since. The position peaked at $520K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

RTD Financial Advisors held 5,578 shares of Bank of America worth $318K as of Q2 2026.
RTD Financial Advisors bought 1,147 Bank of America shares in Q2 2026, an estimated $61K.
Bank of America made up 0.03% of RTD Financial Advisors's portfolio in Q2 2026, its #112 holding.
RTD Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 9 quarters since.
RTD Financial Advisors's Bank of America position peaked at $520K in Q4 2021.
1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.