Syntegra Private Wealth Group’s Bank of America BAC Stock Holding History

Syntegra Private Wealth Group’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	$298K	Buy	5,238 +140	+3%	+$7.45K	0.02%	164
2026 Q1	$249K	Sell	5,098 -760	-13%	-$39.2K	0.02%	166
2025 Q4	$322K	Buy	5,858 +360	+7%	+$19K	0.03%	148
2025 Q3	$284K	Buy	5,498 +320	+6%	+$15.6K	0.03%	153
2025 Q2	$245K	Sell	5,178 -565	-10%	-$23.8K	0.03%	162
2025 Q1	$240K	Buy	5,743 +514	+10%	+$22.9K	0.03%	146
2024 Q4	$230K	Buy	+5,229	New	+$230K	0.03%	143
2024 Q3	–	Sell	-5,694	Closed	-$226K	–	153
2024 Q2	$226K	Buy	+5,694	New	+$218K	0.03%	138

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

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) 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

Syntegra Private Wealth Group's BAC Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Bank of America (BAC) stake by 2.7% in Q2 2026, buying an estimated $7.45K and bringing the position to 5,238 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #164.

Syntegra Private Wealth Group first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $322K in Q4 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Syntegra Private Wealth Group held 5,238 shares of Bank of America worth $298K as of Q2 2026.
Syntegra Private Wealth Group bought 140 Bank of America shares in Q2 2026, an estimated $7.45K.
Bank of America made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #164 holding.
Syntegra Private Wealth Group first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Syntegra Private Wealth Group's Bank of America position peaked at $322K in Q4 2025.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.