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Thrive Wealth Management’s Bank of America BAC Stock Holding History

Thrive Wealth 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 		$669K Sell
11,737
-423
-3% -$22.5K 0.09% 111
2026
Q1 		$593K Buy
12,160
+282
+2% +$14.6K 0.09% 108
2025
Q4 		$653K Sell
11,878
-131
-1% -$6.92K 0.1% 107
2025
Q3 		$620K Sell
12,009
-95
-0.8% -$4.63K 0.09% 114
2025
Q2 		$573K Buy
12,104
+351
+3% +$14.8K 0.09% 112
2025
Q1 		$490K Sell
11,753
-871
-7% -$38.8K 0.09% 115
2024
Q4 		$555K Sell
12,624
-207
-2% -$9.11K 0.1% 108
2024
Q3 		$509K Buy
12,831
+1,230
+11% +$49.3K 0.09% 113
2024
Q2 		$461K Buy
11,601
+286
+3% +$11K 0.09% 115
2024
Q1 		$429K Buy
11,315
+1,036
+10% +$35.6K 0.09% 120
2023
Q4 		$346K Buy
10,279
+830
+9% +$24.2K 0.08% 129
2023
Q3 		$259K Buy
9,449
+471
+5% +$13.9K 0.07% 141
2023
Q2 		$258K Sell
8,978
-2,774
-24% -$79.2K 0.07% 149
2023
Q1 		$336K Buy
11,752
+1,114
+10% +$36.8K 0.09% 127
2022
Q4 		$352K Buy
10,638
+240
+2% +$8.27K 0.1% 118
2022
Q3 		$314K Buy
10,398
+1,518
+17% +$50.7K 0.11% 114
2022
Q2 		$276K Buy
8,880
+1,992
+29% +$71.7K 0.1% 126
2022
Q1 		$284K Buy
6,888
+791
+13% +$35.7K 0.08% 128
2021
Q4 		$271K Buy
+6,097
New +$278K 0.09% 124

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Thrive Wealth Management's BAC Position: Q2 2026 in Review

Thrive Wealth Management reduced its Bank of America (BAC) stake by 3.5% in Q2 2026, selling an estimated $22.5K and leaving 11,737 shares worth $669K. The position accounts for 0.09% of the portfolio, ranked #111.

Thrive Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Thrive Wealth Management held 11,737 shares of Bank of America worth $669K as of Q2 2026.
  • Thrive Wealth Management sold 423 Bank of America shares in Q2 2026, an estimated $22.5K.
  • Bank of America made up 0.09% of Thrive Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Thrive Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.