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Selective Wealth Management’s Bank of America BAC Stock Holding History

Selective 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 		$537K Sell
8,769
-172
-2% -$9.15K 0.14% 75
2026
Q1 		$473K Sell
8,941
-102
-1% -$5.26K 0.14% 80
2025
Q4 		$476K Sell
9,043
-739
-8% -$39.1K 0.15% 65
2025
Q3 		$492K Sell
9,782
-3,218
-25% -$157K 0.16% 62
2025
Q2 		$609K Sell
13,000
-569
-4% -$23.9K 0.22% 49
2025
Q1 		$488K Sell
13,569
-201
-1% -$8.96K 0.21% 56
2024
Q4 		$630K Sell
13,770
-1,365
-9% -$60.1K 0.26% 50
2024
Q3 		$604K Sell
15,135
-239
-2% -$9.58K 0.25% 52
2024
Q2 		$637K Sell
15,374
-1,288
-8% -$49.4K 0.28% 49
2024
Q1 		$611K Sell
16,662
-689
-4% -$23.7K 0.27% 52
2023
Q4 		$586K Buy
17,351
+334
+2% +$9.72K 0.3% 40
2023
Q3 		$441K Sell
17,017
-806
-5% -$23.8K 0.24% 47
2023
Q2 		$511K Buy
+17,823
New +$509K 0.25% 52
2022
Q4 		$801K Buy
23,674
+6,092
+35% +$210K 0.42% 39
2022
Q3 		$531K Sell
17,582
-14,650
-45% -$490K 0.23% 60
2022
Q2 		$1M Sell
32,232
-207
-0.6% -$7.45K 0.36% 41
2022
Q1 		$1.34M Sell
32,439
-3,299
-9% -$149K 0.48% 32
2021
Q4 		$1.59M Sell
35,738
-1,180
-3% -$53.8K 0.65% 27
2021
Q3 		$1.57M Sell
36,918
-24,058
-39% -$969K 0.83% 22
2021
Q2 		$2.51M Sell
60,976
-25,276
-29% -$1.04M 2% 11
2021
Q1 		$3.34M Sell
86,252
-7,398
-8% -$255K 3.04% 10
2020
Q4 		$2.84M Buy
93,650
+7,702
+9% +$206K 1.83% 15
2020
Q3 		$2.07M Buy
85,948
+1,102
+1% +$27.4K 1.62% 15
2020
Q2 		$2.02M Buy
84,846
+83,378
+5,680% +$1.97M 1.67% 14
2020
Q1 		$31K Hold
1,468
– – 0.05% 80
2019
Q4 		$52K Hold
1,468
– – 0.06% 77
2019
Q3 		$43K Buy
+1,468
New +$42.2K 0.06% 85
2018
Q3 		$40K Buy
+1,360
New +$41.4K 0.48% 38

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

Selective Wealth Management's BAC Position: Q2 2026 in Review

Selective Wealth Management reduced its Bank of America (BAC) stake by 1.9% in Q2 2026, selling an estimated $9.15K and leaving 8,769 shares worth $537K. The position accounts for 0.14% of the portfolio, ranked #75.

Selective Wealth Management first reported a position in BAC in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.34M in Q1 2021. 1,649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Selective Wealth Management held 8,769 shares of Bank of America worth $537K as of Q2 2026.
  • Selective Wealth Management sold 172 Bank of America shares in Q2 2026, an estimated $9.15K.
  • Bank of America made up 0.14% of Selective Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Selective Wealth Management first reported a position in Bank of America in Q3 2018 and has held it in 28 quarters since.
  • Selective Wealth Management's Bank of America position peaked at $3.34M in Q1 2021.
  • 1,649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.