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

West 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	$28.3K	Hold	497	–	–	﹤0.01%	121
2026 Q1	$24.2K	Hold	497	–	–	﹤0.01%	121
2025 Q4	$27.3K	Hold	497	–	–	﹤0.01%	118
2025 Q3	$25.6K	Hold	497	–	–	﹤0.01%	126
2025 Q2	$23.5K	Hold	497	–	–	﹤0.01%	134
2025 Q1	$20.7K	Hold	497	–	–	﹤0.01%	132
2024 Q4	$21.8K	Buy	+497	New	+$21.9K	﹤0.01%	131

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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 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

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

West Financial Advisors held its Bank of America (BAC) position steady in Q2 2026 at 497 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

West Financial Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

West Financial Advisors held 497 shares of Bank of America worth $28.3K as of Q2 2026.
West Financial Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #121 holding.
West Financial Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.