WFA
BAC icon

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

Wellspring 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 		$2.84M Sell
49,747
-1,722
-3% -$91.6K 0.19% 52
2026
Q1 		$2.51M Buy
51,469
+17,567
+52% +$906K 0.19% 55
2025
Q4 		$1.86M Buy
33,902
+19,165
+130% +$1.01M 0.15% 53
2025
Q3 		$760K Sell
14,737
-3,735
-20% -$182K 0.07% 76
2025
Q2 		$874K Buy
18,472
+7,871
+74% +$331K 0.09% 67
2025
Q1 		$442K Sell
10,601
-99
-0.9% -$4.41K 0.05% 78
2024
Q4 		$470K Sell
10,700
-6,128
-36% -$270K 0.05% 76
2024
Q3 		$668K Buy
16,828
+6,252
+59% +$251K 0.08% 70
2024
Q2 		$421K Buy
10,576
+751
+8% +$28.8K 0.06% 87
2024
Q1 		$373K Buy
9,825
+897
+10% +$30.8K 0.06% 87
2023
Q4 		$301K Sell
8,928
-147
-2% -$4.28K 0.07% 96
2023
Q3 		$248K Buy
+9,075
New +$268K 0.07% 97
2023
Q2 		– Sell
-23,521
Closed -$673K – 118
2023
Q1 		$673K Buy
23,521
+17,221
+273% +$568K 0.2% 58
2022
Q4 		$209K Buy
+6,300
New +$217K 0.07% 103
2022
Q2 		– Sell
-3,241
Closed -$134K – 107
2022
Q1 		$134K Buy
+3,241
New +$146K 0.04% 117

Other funds holding BAC

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its Bank of America (BAC) stake by 3.3% in Q2 2026, selling an estimated $91.6K and leaving 49,747 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #52.

Wellspring Financial Advisors first reported a position in BAC in Q1 2022 and has held it in 15 quarters since. 1,188 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wellspring Financial Advisors held 49,747 shares of Bank of America worth $2.84M as of Q2 2026.
  • Wellspring Financial Advisors sold 1,722 Bank of America shares in Q2 2026, an estimated $91.6K.
  • Bank of America made up 0.19% of Wellspring Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Wellspring Financial Advisors first reported a position in Bank of America in Q1 2022 and has held it in 15 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.