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Schwarz Dygos Wheeler Investment Advisors’s Bank of America BAC Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$236K Sell
4,136
-131
-3% -$6.97K 0.05% 157
2026
Q1 		$208K Hold
4,267
– – 0.04% 168
2025
Q4 		$235K Hold
4,267
– – 0.05% 153
2025
Q3 		$220K Hold
4,267
– – 0.05% 156
2025
Q2 		$202K Buy
+4,267
New +$180K 0.05% 158

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's BAC Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $6.97K and leaving 4,136 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #157.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 4,136 shares of Bank of America worth $236K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 131 Bank of America shares in Q2 2026, an estimated $6.97K.
  • Bank of America made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.