SIS
BAC icon

Strategic Investment Solutions’s Bank of America BAC Stock Holding History

Strategic Investment Solutions’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 		$5.7K Buy
+100
New +$5.32K ﹤0.01% 496
2025
Q2 		– Sell
-100
Closed -$4.17K – 604
2025
Q1 		$4.17K Hold
100
– – ﹤0.01% 459
2024
Q4 		$3.37K Hold
100
– – ﹤0.01% 496
2024
Q3 		$3.97K Hold
100
– – ﹤0.01% 454
2024
Q2 		$4.03K Buy
+100
New +$3.83K ﹤0.01% 438
2023
Q4 		$3.37K Sell
100
-87,226
-100% -$2.54M ﹤0.01% 903
2023
Q3 		$2.57M Buy
87,326
+86,126
+7,177% +$2.55M 0.03% 201
2023
Q2 		$33.3K Hold
1,200
– – 0.01% 371
2023
Q1 		$34.3K Buy
+1,200
New +$39.6K 0.01% 434

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return