Traveka Wealth’s Bank of America BAC Stock Holding History

Traveka 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	$493K	Sell	8,652 -31	-0.4%	-$1.65K	0.16%	98
2026 Q1	$423K	Buy	8,683 +14	+0.2%	+$722	0.16%	96
2025 Q4	$477K	Buy	8,669 +150	+2%	+$7.93K	0.19%	92
2025 Q3	$440K	Buy	8,519 +115	+1%	+$5.61K	0.2%	87
2025 Q2	$398K	Sell	8,404 -3,851	-31%	-$162K	0.21%	77
2025 Q1	$511K	Buy	12,255 +3,570	+41%	+$159K	0.29%	63
2024 Q4	$382K	Buy	8,685 +226	+3%	+$9.94K	0.21%	80
2024 Q3	$336K	Buy	8,459 +711	+9%	+$28.5K	0.17%	85
2024 Q2	$308K	Buy	7,748 +225	+3%	+$8.62K	0.15%	82
2024 Q1	$285K	Buy	7,523 +317	+4%	+$10.9K	0.13%	83
2023 Q4	$243K	Buy	+7,206	New	+$210K	0.12%	104

Other funds holding BAC

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Traveka Wealth's BAC Position: Q2 2026 in Review

Traveka Wealth reduced its Bank of America (BAC) stake by 0.36% in Q2 2026, selling an estimated $1.65K and leaving 8,652 shares worth $493K. The position accounts for 0.16% of the portfolio, ranked #98.

Traveka Wealth first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $511K in Q1 2025. 1,827 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Traveka Wealth held 8,652 shares of Bank of America worth $493K as of Q2 2026.
Traveka Wealth sold 31 Bank of America shares in Q2 2026, an estimated $1.65K.
Bank of America made up 0.16% of Traveka Wealth's portfolio in Q2 2026, its #98 holding.
Traveka Wealth first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's Bank of America position peaked at $511K in Q1 2025.
1,827 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.