TL Private Wealth’s Bank of America BAC Stock Holding History

TL Private 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
2026 Q2	$314K	Buy	5,240 +1	+0%	+$53	0.12%	35
2026 Q1	$275K	Sell	5,239 -299	-5%	-$15.4K	0.11%	35
2025 Q4	$309K	Sell	5,538 -538	-9%	-$28.4K	0.12%	34
2025 Q3	$297K	Hold	6,076	–	–	0.12%	34
2025 Q2	$296K	Hold	6,076	–	–	0.12%	35
2025 Q1	$213K	Hold	6,076	–	–	0.11%	36
2024 Q4	$286K	Hold	6,076	–	–	0.13%	33
2024 Q3	$243K	Hold	6,076	–	–	0.11%	40
2024 Q2	$268K	Hold	6,076	–	–	0.12%	33
2024 Q1	$229K	Hold	6,076	–	–	0.11%	36
2023 Q4	$205K	Buy	+6,076	New	+$177K	0.11%	43
2022 Q2	–	Sell	-6,026	Closed	-$226K	–	44
2022 Q1	$226K	Sell	6,026 -150	-2%	-$6.77K	0.12%	42
2021 Q4	$281K	Hold	6,176	–	–	0.16%	38
2021 Q3	$296K	Buy	6,176 +400	+7%	+$16.1K	0.16%	38
2021 Q2	$238K	Hold	5,776	–	–	0.14%	45
2021 Q1	$231K	Buy	+5,776	New	+$199K	0.14%	45
2020 Q1	–	Sell	-5,776	Closed	-$200K	–	41
2019 Q4	$200K	Buy	+5,776	New	+$187K	0.17%	43

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TL Private Wealth's BAC Position: Q2 2026 in Review

TL Private Wealth increased its Bank of America (BAC) stake by 0.02% in Q2 2026, buying an estimated $53 and bringing the position to 5,240 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #35.

TL Private Wealth first reported a position in BAC in Q4 2019 and has held it in 17 quarters since. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

TL Private Wealth held 5,240 shares of Bank of America worth $314K as of Q2 2026.
TL Private Wealth bought 1 Bank of America share in Q2 2026, an estimated $53.
Bank of America made up 0.12% of TL Private Wealth's portfolio in Q2 2026, its #35 holding.
TL Private Wealth first reported a position in Bank of America in Q4 2019 and has held it in 17 quarters since.
1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.