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Valued Wealth Advisors’s Bank of America BAC Stock Holding History

Valued Wealth 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 		$107K Buy
1,878
+407
+28% +$21.6K 0.04% 71
2026
Q1 		$71.7K Buy
1,471
+41
+3% +$2.12K 0.03% 81
2025
Q4 		$78.7K Buy
1,430
+69
+5% +$3.65K 0.03% 66
2025
Q3 		$70.2K Buy
1,361
+25
+2% +$1.22K 0.03% 66
2025
Q2 		$63.2K Buy
1,336
+768
+135% +$32.3K 0.03% 70
2025
Q1 		$23.7K Sell
568
-306
-35% -$13.6K 0.01% 138
2024
Q4 		$38.4K Buy
874
+64
+8% +$2.82K 0.02% 104
2024
Q3 		$32.2K Sell
810
-374
-32% -$15K 0.02% 105
2024
Q2 		$47.1K Buy
1,184
+594
+101% +$22.8K 0.03% 75
2024
Q1 		$22.4K Buy
590
+334
+130% +$11.5K 0.02% 114
2023
Q4 		$7.01K Buy
+256
New +$7.45K 0.01% 160

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

Valued Wealth Advisors's BAC Position: Q2 2026 in Review

Valued Wealth Advisors increased its Bank of America (BAC) stake by 28% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,878 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #71.

Valued Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Valued Wealth Advisors held 1,878 shares of Bank of America worth $107K as of Q2 2026.
  • Valued Wealth Advisors bought 407 Bank of America shares in Q2 2026, an estimated $21.6K.
  • Bank of America made up 0.04% of Valued Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Valued Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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