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SteelPeak Wealth’s Bank of America BAC Stock Holding History

SteelPeak Wealth’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
2024
Q1 		– Hold
0
– -$135K – 481
2023
Q4 		– Hold
0
– – – 408
2023
Q3 		– Hold
0
– – – 399
2022
Q2 		– Sell
-200
Closed -$8K – 412
2022
Q1 		$8K Buy
+200
New +$9.02K ﹤0.01% 427
2021
Q4 		– Sell
-500
Closed -$21K – 422
2021
Q3 		$21K Sell
500
-500
-50% -$20.1K ﹤0.01% 423
2021
Q2 		$41K Buy
+1,000
New +$41K ﹤0.01% 419

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

SteelPeak Wealth's BAC Position: Q2 2026 in Review

SteelPeak Wealth increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $712K and bringing the position to 120,627 shares worth $6.87M. The position accounts for 0.18% of the portfolio, ranked #107.

SteelPeak Wealth first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SteelPeak Wealth held 120,627 shares of Bank of America worth $6.87M as of Q2 2026.
  • SteelPeak Wealth bought 13,387 Bank of America shares in Q2 2026, an estimated $712K.
  • Bank of America made up 0.18% of SteelPeak Wealth's portfolio in Q2 2026, its #107 holding.
  • SteelPeak Wealth first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.