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Washington Trust Advisors’s Bank of America BAC Stock Holding History

Washington Trust 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 		$281K Sell
4,931
-356
-7% -$18.9K 0.02% 203
2026
Q1 		$258K Sell
5,287
-93
-2% -$4.8K 0.02% 201
2025
Q4 		$296K Buy
5,380
+4
+0.1% +$211 0.02% 186
2025
Q3 		$277K Buy
5,376
+4
+0.1% +$195 0.02% 192
2025
Q2 		$254K Buy
5,372
+333
+7% +$14K 0.02% 177
2025
Q1 		$210K Buy
5,039
+132
+3% +$5.88K 0.02% 194
2024
Q4 		$216K Sell
4,907
-237
-5% -$10.4K 0.02% 191
2024
Q3 		$204K Sell
5,144
-459
-8% -$18.4K 0.02% 198
2024
Q2 		$223K Buy
5,603
+9
+0.2% +$345 0.02% 182
2024
Q1 		$212K Buy
5,594
+6
+0.1% +$206 0.02% 191
2023
Q4 		$188K Buy
5,588
+10
+0.2% +$291 0.02% 204
2023
Q3 		$153K Buy
5,578
+5
+0.1% +$148 0.02% 207
2023
Q2 		$160K Buy
5,573
+6
+0.1% +$171 0.02% 192
2023
Q1 		$159K Sell
5,567
-319
-5% -$10.5K 0.02% 194
2022
Q4 		$195K Sell
5,886
-4,372
-43% -$151K 0.02% 186
2022
Q3 		$310K Sell
10,258
-75
-0.7% -$2.51K 0.03% 162
2022
Q2 		$322K Sell
10,333
-350
-3% -$12.6K 0.03% 160
2022
Q1 		$440K Buy
10,683
+29
+0.3% +$1.31K 0.03% 160
2021
Q4 		$474K Buy
+10,654
New +$485K 0.03% 163

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust Advisors's BAC Position: Q2 2026 in Review

Washington Trust Advisors reduced its Bank of America (BAC) stake by 6.7% in Q2 2026, selling an estimated $18.9K and leaving 4,931 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #203.

Washington Trust Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $474K in Q4 2021. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Washington Trust Advisors held 4,931 shares of Bank of America worth $281K as of Q2 2026.
  • Washington Trust Advisors sold 356 Bank of America shares in Q2 2026, an estimated $18.9K.
  • Bank of America made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #203 holding.
  • Washington Trust Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Bank of America position peaked at $474K in Q4 2021.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.