Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Bank of America BAC Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-800
Closed -$2.64K – 2964
2024
Q3 		$2.64K Sell
800
-200
-20% -$8.02K ﹤0.01% 2766
2024
Q2 		$3.75K Buy
+1,000
New +$38.3K ﹤0.01% 2555

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's BAC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Bank of America (BAC) stake by 29% in Q2 2026, selling an estimated $61.4M and leaving 2,892,296 shares worth $131M. The position accounts for 0.22% of the portfolio, ranked #78.

Wealth Enhancement Advisory Services first reported a position in BAC in Q4 2014 and has held it in 32 quarters since. The position peaked at $176M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,892,296 shares of Bank of America worth $131M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,154,735 Bank of America shares in Q2 2026, an estimated $61.4M.
  • Bank of America made up 0.22% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #78 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bank of America in Q4 2014 and has held it in 32 quarters since.
  • Wealth Enhancement Advisory Services's Bank of America position peaked at $176M in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.