Smallwood Wealth Investment Management’s Bank of America BAC Stock Holding History

Smallwood Wealth Investment 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	$90.7K	Sell	1,592 -300	-16%	-$16K	0.04%	150
2026 Q1	$92.2K	Hold	1,892	–	–	0.05%	130
2025 Q4	$104K	Buy	1,892 +300	+19%	+$15.9K	0.05%	118
2025 Q3	$82.1K	Sell	1,592 -115	-7%	-$5.61K	0.04%	134
2025 Q2	$80.8K	Sell	1,707 -270	-14%	-$11.4K	0.05%	127
2025 Q1	$82.5K	Buy	+1,977	New	+$88.1K	0.05%	126
2024 Q2	–	Sell	-7,386	Closed	-$280K	–	68
2024 Q1	$280K	Hold	7,386	–	–	0.22%	58
2023 Q4	$249K	Buy	+7,386	New	+$215K	0.21%	59
2023 Q3	–	Sell	-6,986	Closed	-$200K	–	63
2023 Q2	$200K	Buy	+6,986	New	+$199K	0.18%	61
2023 Q1	–	Sell	-9,086	Closed	-$301K	–	62
2022 Q4	$301K	Buy	9,086 +100	+1%	+$3.44K	0.25%	58
2022 Q3	$271K	Hold	8,986	–	–	0.24%	61
2022 Q2	$280K	Buy	8,986 +2,000	+29%	+$72K	0.28%	52
2022 Q1	$288K	Buy	6,986 +219	+3%	+$9.88K	0.27%	45
2021 Q4	$301K	Buy	+6,767	New	+$308K	0.28%	45

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Smallwood Wealth Investment Management's BAC Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $16K and leaving 1,592 shares worth $90.7K. The position accounts for 0.04% of the portfolio, ranked #150.

Smallwood Wealth Investment Management first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $301K in Q4 2021. 1,578 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Smallwood Wealth Investment Management held 1,592 shares of Bank of America worth $90.7K as of Q2 2026.
Smallwood Wealth Investment Management sold 300 Bank of America shares in Q2 2026, an estimated $16K.
Bank of America made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #150 holding.
Smallwood Wealth Investment Management first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
Smallwood Wealth Investment Management's Bank of America position peaked at $301K in Q4 2021.
1,578 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.