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SOA Wealth Advisors’s Bank of America BAC Stock Holding History

SOA Wealth 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 		$474K Buy
8,324
+11
+0.1% +$585 0.08% 130
2026
Q1 		$405K Sell
8,313
-312
-4% -$16.1K 0.08% 137
2025
Q4 		$474K Sell
8,625
-342
-4% -$18.1K 0.08% 129
2025
Q3 		$463K Sell
8,967
-5,589
-38% -$273K 0.08% 131
2025
Q2 		$689K Sell
14,556
-317
-2% -$13.3K 0.13% 99
2025
Q1 		$621K Sell
14,873
-4,670
-24% -$208K 0.13% 99
2024
Q4 		$859K Buy
19,543
+371
+2% +$16.3K 0.16% 84
2024
Q3 		$761K Buy
19,172
+13
+0.1% +$521 0.15% 85
2024
Q2 		$762K Sell
19,159
-72
-0.4% -$2.76K 0.15% 85
2024
Q1 		$729K Buy
19,231
+965
+5% +$33.1K 0.15% 83
2023
Q4 		$615K Sell
18,266
-943
-5% -$27.5K 0.14% 85
2023
Q3 		$526K Buy
19,209
+21
+0.1% +$621 0.13% 86
2023
Q2 		$550K Sell
19,188
-78
-0.4% -$2.23K 0.13% 88
2023
Q1 		$551K Buy
19,266
+262
+1% +$8.65K 0.14% 85
2022
Q4 		$629K Buy
19,004
+20
+0.1% +$689 0.17% 73
2022
Q3 		$573K Hold
18,984
– – 0.17% 74
2022
Q2 		$590K Buy
18,984
+649
+4% +$23.4K 0.17% 75
2022
Q1 		$755K Buy
18,335
+11
+0.1% +$496 0.18% 79
2021
Q4 		$815K Hold
18,324
– – 0.2% 74
2021
Q3 		$777K Buy
18,324
+6
+0% +$242 0.2% 75
2021
Q2 		$755K Buy
18,318
+6
+0% +$246 0.19% 75
2021
Q1 		$708K Buy
18,312
+7
+0% +$242 0.2% 75
2020
Q4 		$603K Buy
+18,305
New +$491K 0.16% 79

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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 $59.8B 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

SOA Wealth Advisors's BAC Position: Q2 2026 in Review

SOA Wealth Advisors increased its Bank of America (BAC) stake by 0.13% in Q2 2026, buying an estimated $585 and bringing the position to 8,324 shares worth $474K. The position accounts for 0.08% of the portfolio, ranked #130.

SOA Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $859K in Q4 2024. 839 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SOA Wealth Advisors held 8,324 shares of Bank of America worth $474K as of Q2 2026.
  • SOA Wealth Advisors bought 11 Bank of America shares in Q2 2026, an estimated $585.
  • Bank of America made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • SOA Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Bank of America position peaked at $859K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.