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Websterrogers Financial Advisors’s Bank of America BAC Stock Holding History

Websterrogers Financial 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 		$437K Hold
7,666
– – 0.11% 66
2026
Q1 		$374K Sell
7,666
-108
-1% -$5.57K 0.11% 64
2025
Q4 		$428K Hold
7,774
– – 0.12% 56
2025
Q3 		$401K Sell
7,774
-4
-0.1% -$195 0.12% 55
2025
Q2 		$368K Hold
7,778
– – 0.12% 54
2025
Q1 		$325K Hold
7,778
– – 0.11% 62
2024
Q4 		$342K Hold
7,778
– – 0.12% 57
2024
Q3 		$309K Sell
7,778
-589
-7% -$23.6K 0.11% 58
2024
Q2 		$333K Sell
8,367
-1,546
-16% -$59.2K 0.12% 53
2024
Q1 		$376K Buy
9,913
+200
+2% +$6.87K 0.13% 53
2023
Q4 		$327K Sell
9,713
-7,295
-43% -$212K 0.14% 56
2023
Q3 		$466K Buy
17,008
+105
+0.6% +$3.11K 0.2% 49
2023
Q2 		$485K Buy
16,903
+211
+1% +$6.02K 0.21% 47
2023
Q1 		$477K Buy
16,692
+35
+0.2% +$1.16K 0.22% 45
2022
Q4 		$552K Hold
16,657
– – 0.27% 42
2022
Q3 		$503K Sell
16,657
-139
-0.8% -$4.65K 0.26% 34
2022
Q2 		$523K Sell
16,796
-593
-3% -$21.4K 0.26% 38
2022
Q1 		$711K Buy
17,389
+1,464
+9% +$66.1K 0.36% 37
2021
Q4 		$709K Buy
15,925
+1,137
+8% +$51.8K 0.16% 42
2021
Q3 		$628K Sell
14,788
-1,656
-10% -$66.7K 0.15% 41
2021
Q2 		$607K Buy
16,444
+1
+0% +$41 0.14% 41
2021
Q1 		$636K Buy
16,443
+2
+0% +$69 0.17% 34
2020
Q4 		$539K Buy
+16,441
New +$441K 0.16% 34

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Websterrogers Financial Advisors's BAC Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Bank of America (BAC) position steady in Q2 2026 at 7,666 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #66.

Websterrogers Financial Advisors first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $711K in Q1 2022. 684 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Websterrogers Financial Advisors held 7,666 shares of Bank of America worth $437K as of Q2 2026.
  • Websterrogers Financial Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.11% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Websterrogers Financial Advisors first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Bank of America position peaked at $711K in Q1 2022.
  • 684 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.