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Wealth Group’s Bank of America BAC Stock Holding History

Wealth Group’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 		$1.31M Buy
+22,994
New +$1.22M 0.33% 58
2025
Q2 		– Sell
-6,955
Closed -$290K – 100
2025
Q1 		$290K Sell
6,955
-469
-6% -$20.9K 0.19% 112
2024
Q4 		$326K Buy
7,424
+75
+1% +$3.3K 0.21% 105
2024
Q3 		$292K Buy
7,349
+158
+2% +$6.33K 0.2% 115
2024
Q2 		$286K Sell
7,191
-74
-1% -$2.84K 0.21% 117
2024
Q1 		$275K Buy
+7,265
New +$249K 0.21% 118

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Group's BAC Position: Q2 2026 in Review

Wealth Group opened a new position in Bank of America (BAC) in Q2 2026: 22,994 shares worth $1.31M. The stake represents 0.33% of the portfolio and ranks #58 among its holdings. This is a return to the name: Wealth Group previously reported a position in BAC as recently as Q1 2025.

Wealth Group first reported a position in BAC in Q1 2024 and has held it in 6 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wealth Group held 22,994 shares of Bank of America worth $1.31M as of Q2 2026.
  • Bank of America was a new Wealth Group position in Q2 2026.
  • Bank of America made up 0.33% of Wealth Group's portfolio in Q2 2026, its #58 holding.
  • Wealth Group first reported a position in Bank of America in Q1 2024 and has held it in 6 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.