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TrueWealth Advisors’s Bank of America BAC Stock Holding History

TrueWealth Advisors’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 		$956K Buy
16,775
+4,202
+33% +$223K 0.22% 94
2026
Q1 		$613K Buy
12,573
+2,542
+25% +$131K 0.15% 123
2025
Q4 		$552K Buy
10,031
+1,098
+12% +$58K 0.14% 123
2025
Q3 		$461K Sell
8,933
-66
-0.7% -$3.22K 0.12% 141
2025
Q2 		$426K Sell
8,999
-7
-0.1% -$294 0.13% 141
2025
Q1 		$376K Buy
9,006
+290
+3% +$12.9K 0.12% 136
2024
Q4 		$383K Sell
8,716
-821
-9% -$36.1K 0.13% 146
2024
Q3 		$378K Buy
9,537
+229
+2% +$9.18K 0.13% 149
2024
Q2 		$370K Buy
9,308
+1,223
+15% +$46.9K 0.14% 122
2024
Q1 		$307K Sell
8,085
-1,044
-11% -$35.8K 0.12% 144
2023
Q4 		$307K Sell
9,129
-115
-1% -$3.35K 0.12% 140
2023
Q3 		$253K Sell
9,244
-193
-2% -$5.71K 0.11% 154
2023
Q2 		$271K Sell
9,437
-826
-8% -$23.6K 0.11% 148
2023
Q1 		$294K Sell
10,263
-4,122
-29% -$136K 0.12% 139
2022
Q4 		$476K Buy
14,385
+15
+0.1% +$517 0.21% 85
2022
Q3 		$434K Buy
14,370
+12
+0.1% +$401 0.21% 83
2022
Q2 		$447K Buy
14,358
+597
+4% +$21.5K 0.21% 90
2022
Q1 		$612K Hold
13,761
– – 0.27% 77
2021
Q4 		$612K Sell
13,761
-228
-2% -$10.4K 0.27% 77
2021
Q3 		$594K Buy
13,989
+258
+2% +$10.4K 0.33% 64
2021
Q2 		$566K Hold
13,731
– – 0.33% 60
2021
Q1 		$523K Sell
13,731
-122
-0.9% -$4.21K 0.34% 62
2020
Q4 		$458K Buy
+13,853
New +$371K 0.39% 50

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
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors's BAC Position: Q2 2026 in Review

TrueWealth Advisors increased its Bank of America (BAC) stake by 33% in Q2 2026, buying an estimated $223K and bringing the position to 16,775 shares worth $956K. The position accounts for 0.22% of the portfolio, ranked #94.

TrueWealth Advisors first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • TrueWealth Advisors held 16,775 shares of Bank of America worth $956K as of Q2 2026.
  • TrueWealth Advisors bought 4,202 Bank of America shares in Q2 2026, an estimated $223K.
  • Bank of America made up 0.22% of TrueWealth Advisors's portfolio in Q2 2026, its #94 holding.
  • TrueWealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.