WAL
BAC icon

W Advisors LLC’s Bank of America BAC Stock Holding History

W Advisors LLC’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 		$415K Buy
7,285
+132
+2% +$7.02K 0.19% 103
2026
Q1 		$349K Buy
7,153
+159
+2% +$8.21K 0.18% 101
2025
Q4 		$385K Buy
6,994
+47
+0.7% +$2.48K 0.19% 91
2025
Q3 		$358K Buy
6,947
+224
+3% +$10.9K 0.19% 100
2025
Q2 		$318K Sell
6,723
-336
-5% -$14.1K 0.18% 97
2025
Q1 		$295K Buy
7,059
+155
+2% +$6.91K 0.18% 99
2024
Q4 		$303K Buy
6,904
+138
+2% +$6.07K 0.19% 94
2024
Q3 		$268K Buy
6,766
+279
+4% +$11.2K 0.17% 101
2024
Q2 		$258K Buy
6,487
+58
+0.9% +$2.22K 0.17% 100
2024
Q1 		$244K Buy
6,429
+49
+0.8% +$1.68K 0.17% 101
2023
Q4 		$215K Buy
+6,380
New +$186K 0.16% 104
2022
Q2 		– Sell
-5,923
Closed -$244K – 105
2022
Q1 		$244K Buy
5,923
+1,407
+31% +$63.5K 0.18% 92
2021
Q4 		$202K Buy
+4,516
New +$206K 0.15% 102

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

W Advisors LLC's BAC Position: Q2 2026 in Review

W Advisors LLC increased its Bank of America (BAC) stake by 1.8% in Q2 2026, buying an estimated $7.02K and bringing the position to 7,285 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #103.

W Advisors LLC first reported a position in BAC in Q4 2021 and has held it in 13 quarters since. 1,694 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • W Advisors LLC held 7,285 shares of Bank of America worth $415K as of Q2 2026.
  • W Advisors LLC bought 132 Bank of America shares in Q2 2026, an estimated $7.02K.
  • Bank of America made up 0.19% of W Advisors LLC's portfolio in Q2 2026, its #103 holding.
  • W Advisors LLC first reported a position in Bank of America in Q4 2021 and has held it in 13 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.