Silvia McColl Wealth Management’s Bank of America BAC Stock Holding History

Silvia McColl 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	$930K	Hold	16,317	–	–	0.56%	45
2026 Q1	$795K	Hold	16,317	–	–	0.52%	48
2025 Q4	$897K	Hold	16,317	–	–	0.6%	41
2025 Q3	$842K	Hold	16,317	–	–	0.57%	41
2025 Q2	$772K	Sell	16,317 -55	-0.3%	-$2.31K	0.56%	43
2025 Q1	$683K	Buy	16,372 +55	+0.3%	+$2.45K	0.52%	46
2024 Q4	$717K	Sell	16,317 -1	-0%	-$44	0.54%	45
2024 Q3	$647K	Hold	16,318	–	–	0.48%	47
2024 Q2	$649K	Hold	16,318	–	–	0.54%	42
2024 Q1	$598K	Hold	16,318	–	–	0.51%	48
2023 Q4	$549K	Sell	16,318 -400	-2%	-$11.6K	0.49%	46
2023 Q3	$458K	Hold	16,718	–	–	0.46%	53
2023 Q2	$480K	Sell	16,718 -536	-3%	-$15.3K	0.45%	56
2023 Q1	$493K	Buy	17,254 +56	+0.3%	+$1.85K	0.49%	50
2022 Q4	$570K	Buy	+17,198	New	+$592K	0.56%	43

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Silvia McColl Wealth Management's BAC Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 16,317 shares worth $930K. The position accounts for 0.56% of the portfolio, ranked #45.

Silvia McColl Wealth Management first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Silvia McColl Wealth Management held 16,317 shares of Bank of America worth $930K as of Q2 2026.
Silvia McColl Wealth Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.56% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #45 holding.
Silvia McColl Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
766 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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