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Sarver Vrooman Wealth Advisors’s Bank of America BAC Stock Holding History

Sarver Vrooman Wealth 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 		$53.3K Hold
914
– – 0.03% 60
2026
Q1 		$44.6K Hold
914
– – 0.03% 69
2025
Q4 		$50.3K Sell
914
-23
-2% -$1.22K 0.03% 61
2025
Q3 		$48.3K Hold
937
– – 0.03% 88
2025
Q2 		$44.3K Hold
937
– – 0.03% 90
2025
Q1 		$39.1K Buy
+937
New +$41.8K 0.03% 86

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's BAC Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Bank of America (BAC) position steady in Q2 2026 at 914 shares worth $53.3K. The position accounts for 0.03% of the portfolio, ranked #60.

Sarver Vrooman Wealth Advisors first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 682 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 914 shares of Bank of America worth $53.3K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • 682 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.