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Waddell & Associates’s Bank of America BAC Stock Holding History

Waddell & Associates’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 		$1.45M Buy
25,464
+1,757
+7% +$93.4K 0.07% 94
2026
Q1 		$1.16M Buy
23,707
+1,553
+7% +$80.1K 0.07% 96
2025
Q4 		$1.22M Buy
22,154
+256
+1% +$13.5K 0.08% 71
2025
Q3 		$1.13M Buy
21,898
+8,112
+59% +$396K 0.1% 67
2025
Q2 		$652K Buy
13,786
+2,580
+23% +$109K 0.07% 81
2025
Q1 		$468K Buy
11,206
+382
+4% +$17K 0.06% 90
2024
Q4 		$476K Buy
10,824
+2,552
+31% +$112K 0.05% 88
2024
Q3 		$328K Buy
8,272
+299
+4% +$12K 0.04% 110
2024
Q2 		$317K Sell
7,973
-351
-4% -$13.5K 0.04% 104
2024
Q1 		$316K Sell
8,324
-5,896
-41% -$202K 0.04% 106
2023
Q4 		$482K Sell
14,220
-3,532
-20% -$103K 0.06% 79
2023
Q3 		$486K Sell
17,752
-266
-1% -$7.87K 0.07% 82
2023
Q2 		$517K Sell
18,018
-3,458
-16% -$98.7K 0.08% 78
2023
Q1 		$614K Sell
21,476
-84
-0.4% -$2.77K 0.1% 67
2022
Q4 		$714K Sell
21,560
-39
-0.2% -$1.34K 0.12% 59
2022
Q3 		$652K Sell
21,599
-10
-0% -$334 0.13% 52
2022
Q2 		$673K Buy
21,609
+228
+1% +$8.21K 0.14% 55
2022
Q1 		$881K Buy
21,381
+5,383
+34% +$243K 0.14% 44
2021
Q4 		$712K Buy
15,998
+713
+5% +$32.5K 0.11% 53
2021
Q3 		$649K Buy
15,285
+4,073
+36% +$164K 0.11% 53
2021
Q2 		$462 Buy
+11,212
New +$460K 0.07% 64

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Waddell & Associates's BAC Position: Q2 2026 in Review

Waddell & Associates increased its Bank of America (BAC) stake by 7.4% in Q2 2026, buying an estimated $93.4K and bringing the position to 25,464 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #94.

Waddell & Associates first reported a position in BAC in Q2 2021 and has held it in 21 quarters since. 1,308 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Waddell & Associates held 25,464 shares of Bank of America worth $1.45M as of Q2 2026.
  • Waddell & Associates bought 1,757 Bank of America shares in Q2 2026, an estimated $93.4K.
  • Bank of America made up 0.07% of Waddell & Associates's portfolio in Q2 2026, its #94 holding.
  • Waddell & Associates first reported a position in Bank of America in Q2 2021 and has held it in 21 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.