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True Wealth Design’s Bank of America BAC Stock Holding History

True Wealth Design’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 		$195K Buy
3,421
+395
+13% +$21K 0.05% 121
2026
Q1 		$148K Buy
3,026
+1,450
+92% +$74.8K 0.04% 131
2025
Q4 		$86.7K Buy
1,576
+70
+5% +$3.7K 0.03% 207
2025
Q3 		$77.7K Buy
1,506
+915
+155% +$44.6K 0.02% 219
2025
Q2 		$28K Sell
591
-2,288
-79% -$96.3K 0.01% 313
2025
Q1 		$120K Buy
2,879
+295
+11% +$13.1K 0.05% 69
2024
Q4 		$114K Buy
2,584
+117
+5% +$5.15K 0.04% 64
2024
Q3 		$97.9K Buy
2,467
+2,167
+722% +$86.8K 0.04% 61
2024
Q2 		$11.9K Buy
+300
New +$11.5K ﹤0.01% 236
2023
Q2 		– Sell
-44
Closed -$1.26K – 792
2023
Q1 		$1.26K Buy
+44
New +$1.45K ﹤0.01% 380

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

True Wealth Design's BAC Position: Q2 2026 in Review

True Wealth Design increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $21K and bringing the position to 3,421 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #121.

True Wealth Design first reported a position in BAC in Q1 2023 and has held it in 10 quarters since. 656 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • True Wealth Design held 3,421 shares of Bank of America worth $195K as of Q2 2026.
  • True Wealth Design bought 395 Bank of America shares in Q2 2026, an estimated $21K.
  • Bank of America made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #121 holding.
  • True Wealth Design first reported a position in Bank of America in Q1 2023 and has held it in 10 quarters since.
  • 656 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.