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RAFFA WEALTH MANAGEMENT, LLC’s Bank of America BAC Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$55.8K Buy
979
+2
+0.2% +$106 0.01% 166
2026
Q1 		$47.6K Buy
977
+137
+16% +$7.07K 0.01% 168
2025
Q4 		$46.2K Buy
840
+95
+13% +$5.02K 0.01% 170
2025
Q3 		$38.4K Buy
745
+120
+19% +$5.85K 0.01% 178
2025
Q2 		$29.6K Sell
625
-119
-16% -$5.01K 0.01% 217
2025
Q1 		$31K Sell
744
-424
-36% -$18.9K 0.01% 179
2024
Q4 		$51.3K Buy
1,168
+389
+50% +$17.1K 0.01% 146
2024
Q3 		$30.9K Sell
779
-150
-16% -$6.01K 0.01% 180
2024
Q2 		$36.9K Buy
929
+150
+19% +$5.75K 0.01% 226
2024
Q1 		$29.5K Buy
+779
New +$26.7K 0.01% 238
2023
Q3 		$35.2K Buy
+1,286
New +$38K 0.01% 153
2022
Q4 		$40.1K Buy
1,211
+26
+2% +$896 0.02% 153
2022
Q3 		$35.8K Buy
+1,185
New +$39.6K 0.02% 160
2021
Q4 		$57.3K Sell
1,288
-89
-6% -$4.05K 0.02% 142
2021
Q3 		$58.5K Hold
1,377
– – 0.02% 112
2021
Q2 		$56.8K Buy
+1,377
New +$56.4K 0.02% 125
2020
Q4 		$38.1K Buy
+1,256
New +$33.7K 0.01% 147
2020
Q2 		$30K Sell
1,265
-198
-14% -$4.68K 0.01% 145
2020
Q1 		$31.1K Buy
+1,463
New +$43.9K 0.01% 132
2019
Q3 		$44.6K Buy
+1,530
New +$44K 0.02% 134
2018
Q1 		$25.3K Buy
844
+676
+402% +$21.2K 0.01% 156
2017
Q4 		$4.96K Buy
+168
New +$4.63K ﹤0.01% 219
2017
Q1 		$2.48K Buy
+105
New +$2.49K ﹤0.01% 245
2016
Q3 		$5.09K Buy
+325
New +$4.84K ﹤0.01% 220
2016
Q1 		$72K Hold
5,325
– – 0.04% 75
2015
Q4 		$89.6K Buy
+5,325
New +$90.1K 0.05% 64
2015
Q2 		$90.6K Buy
5,325
+5,000
+1,538% +$82.4K 0.05% 66
2015
Q1 		$5K Sell
325
-742
-70% -$11.9K ﹤0.01% 197
2014
Q4 		$19.1K Hold
1,067
– – 0.01% 120
2014
Q3 		$18.2K Sell
1,067
-1,732
-62% -$27.6K 0.01% 117
2014
Q2 		$43K Buy
2,799
+2,694
+2,566% +$41.8K 0.03% 85
2014
Q1 		$1.81K Sell
105
-962
-90% -$16.2K ﹤0.01% 219
2013
Q4 		$19.1K Buy
+1,067
New +$15.8K 0.01% 120

Other funds holding BAC

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BAC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Bank of America (BAC) stake by 0.2% in Q2 2026, buying an estimated $106 and bringing the position to 979 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #166.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BAC in Q4 2013 and has held it in 33 quarters since. The position peaked at $90.6K in Q2 2015. 1,285 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 979 shares of Bank of America worth $55.8K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 2 Bank of America shares in Q2 2026, an estimated $106.
  • Bank of America made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #166 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bank of America in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Bank of America position peaked at $90.6K in Q2 2015.
  • 1,285 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.