WW
BAC icon

Waterfront Wealth’s Bank of America BAC Stock Holding History

Waterfront Wealth’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 		$1.09M Buy
18,239
+1
+0% +$53 0.17% 157
2026
Q1 		$889K Sell
18,238
-100
-0.5% -$5.16K 0.16% 163
2025
Q4 		$958K Sell
18,338
-381
-2% -$20.1K 0.18% 153
2025
Q3 		$955K Buy
18,719
+242
+1% +$11.8K 0.2% 145
2025
Q2 		$874K Sell
18,477
-861
-4% -$36.2K 0.2% 148
2025
Q1 		$807K Sell
19,338
-314
-2% -$14K 0.2% 154
2024
Q4 		$864K Buy
19,652
+1,645
+9% +$72.4K 0.21% 149
2024
Q3 		$767K Sell
18,007
-175
-1% -$7.01K 0.19% 157
2024
Q2 		$723K Sell
18,182
-1,928
-10% -$73.9K 0.2% 153
2024
Q1 		$764K Buy
20,110
+101
+0.5% +$3.47K 0.21% 146
2023
Q4 		$674K Hold
20,009
– – 0.2% 145
2023
Q3 		$512K Sell
20,009
-227
-1% -$6.72K 0.17% 161
2023
Q2 		$657K Sell
20,236
-931
-4% -$26.6K 0.2% 147
2023
Q1 		$605K Sell
21,167
-180
-0.8% -$5.94K 0.2% 147
2022
Q4 		$757K Sell
21,347
-272
-1% -$9.37K 0.26% 121
2022
Q3 		$784K Sell
21,619
-222
-1% -$7.42K 0.3% 100
2022
Q2 		$680K Sell
21,841
-899
-4% -$32.4K 0.27% 101
2022
Q1 		$905K Buy
22,740
+26
+0.1% +$1.17K 0.32% 83
2021
Q4 		$1.01M Buy
22,714
+325
+1% +$14.8K 0.4% 70
2021
Q3 		$950K Sell
22,389
-1,009
-4% -$40.6K 0.46% 61
2021
Q2 		$965K Buy
23,398
+56
+0.2% +$2.3K 0.46% 60
2021
Q1 		$922K Sell
23,342
-5,087
-18% -$176K 0.46% 58
2020
Q4 		$862K Buy
+28,429
New +$762K 0.61% 41

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
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

Waterfront Wealth's BAC Position: Q2 2026 in Review

Waterfront Wealth increased its Bank of America (BAC) stake by 0.01% in Q2 2026, buying an estimated $53 and bringing the position to 18,239 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #157.

Waterfront Wealth first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 1,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Waterfront Wealth held 18,239 shares of Bank of America worth $1.09M as of Q2 2026.
  • Waterfront Wealth bought 1 Bank of America share in Q2 2026, an estimated $53.
  • Bank of America made up 0.17% of Waterfront Wealth's portfolio in Q2 2026, its #157 holding.
  • Waterfront Wealth first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.