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

Wealth Enhancement Trust 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
2026
Q2 		$1.24M Sell
21,835
-2,458
-10% -$131K 0.14% 131
2026
Q1 		$1.18M Buy
24,293
+6,933
+40% +$358K 0.14% 129
2025
Q4 		$955K Buy
+17,360
New +$918K 0.12% 136

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Bank of America (BAC) stake by 10% in Q2 2026, selling an estimated $131K and leaving 21,835 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #131.

Wealth Enhancement Trust Services first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 2,882 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wealth Enhancement Trust Services held 21,835 shares of Bank of America worth $1.24M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2,458 Bank of America shares in Q2 2026, an estimated $131K.
  • Bank of America made up 0.14% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #131 holding.
  • Wealth Enhancement Trust Services first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 2,882 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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