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Willner & Heller’s Bank of America BAC Stock Holding History

Willner & Heller’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 		$344K Buy
6,045
+29
+0.5% +$1.54K 0.22% 125
2026
Q1 		$293K Buy
6,016
+35
+0.6% +$1.81K 0.22% 133
2025
Q4 		$329K Buy
5,981
+29
+0.5% +$1.53K 0.24% 122
2025
Q3 		$307K Sell
5,952
-43
-0.7% -$2.1K 0.24% 124
2025
Q2 		$284K Buy
5,995
+407
+7% +$17.1K 0.24% 123
2025
Q1 		$233K Buy
5,588
+35
+0.6% +$1.56K 0.22% 135
2024
Q4 		$244K Buy
5,553
+32
+0.6% +$1.41K 0.21% 133
2024
Q3 		$219K Buy
5,521
+35
+0.6% +$1.4K 0.2% 141
2024
Q2 		$218K Buy
5,486
+67
+1% +$2.57K 0.21% 138
2024
Q1 		$205K Buy
+5,419
New +$186K 0.2% 136
2022
Q2 		– Sell
-5,195
Closed -$231K – 118
2022
Q1 		$231K Sell
5,195
-207
-4% -$9.34K 0.28% 124
2021
Q4 		$229K Buy
+5,402
New +$246K 0.3% 125

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

Willner & Heller's BAC Position: Q2 2026 in Review

Willner & Heller increased its Bank of America (BAC) stake by 0.48% in Q2 2026, buying an estimated $1.54K and bringing the position to 6,045 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #125.

Willner & Heller first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Willner & Heller held 6,045 shares of Bank of America worth $344K as of Q2 2026.
  • Willner & Heller bought 29 Bank of America shares in Q2 2026, an estimated $1.54K.
  • Bank of America made up 0.22% of Willner & Heller's portfolio in Q2 2026, its #125 holding.
  • Willner & Heller first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.