Whipplewood Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Other funds holding BAC
Whipplewood Advisors's BAC Position: Q2 2026 in Review
Whipplewood Advisors reduced its Bank of America (BAC) stake by 68% in Q2 2026, selling an estimated $35.1K and leaving 317 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #202.
Whipplewood Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $62.9K in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Whipplewood Advisors held 317 shares of Bank of America worth $18.1K as of Q2 2026.
- Whipplewood Advisors sold 660 Bank of America shares in Q2 2026, an estimated $35.1K.
- Bank of America made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #202 holding.
- Whipplewood Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
- Whipplewood Advisors's Bank of America position peaked at $62.9K in Q2 2025.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.