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Secure Asset Management’s Bank of America BAC Stock Holding History

Secure Asset 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 		$3.41M Buy
59,880
+2,476
+4% +$132K 0.48% 57
2026
Q1 		$2.8M Buy
57,404
+3,642
+7% +$188K 0.44% 63
2025
Q4 		$2.96M Buy
53,762
+1,381
+3% +$73K 0.47% 54
2025
Q3 		$2.65M Buy
52,381
+5,726
+12% +$279K 0.44% 64
2025
Q2 		$2.21M Sell
46,655
-17,556
-27% -$739K 0.41% 66
2025
Q1 		$2.68M Buy
64,211
+54,159
+539% +$2.41M 0.54% 51
2024
Q4 		$442K Sell
10,052
-3,825
-28% -$168K 0.07% 211
2024
Q3 		$551K Sell
13,877
-4,524
-25% -$181K 0.09% 172
2024
Q2 		$732K Buy
18,401
+8,388
+84% +$321K 0.14% 140
2024
Q1 		$380K Buy
+10,013
New +$344K 0.09% 149

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $59.6B AUM 29.42% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return