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

WMG 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	$533K	Sell	9,361 -285	-3%	-$15.2K	0.2%	53
2026 Q1	$470K	Buy	9,646 +3,744	+63%	+$193K	0.2%	50
2025 Q4	$325K	Sell	5,902 -499	-8%	-$26.4K	0.13%	78
2025 Q3	$330K	Sell	6,401 -62	-1%	-$3.02K	0.11%	129
2025 Q2	$306K	Buy	6,463 +86	+1%	+$3.62K	0.11%	126
2025 Q1	$266K	Buy	6,377 +151	+2%	+$6.73K	0.11%	129
2024 Q4	$274K	Sell	6,226 -303	-5%	-$13.3K	0.12%	123
2024 Q3	$259K	Buy	6,529 +330	+5%	+$13.2K	0.12%	134
2024 Q2	$247K	Buy	6,199 +906	+17%	+$34.7K	0.13%	128
2024 Q1	$201K	Buy	+5,293	New	+$182K	0.11%	138
2022 Q2	–	Sell	-5,212	Closed	-$215K	–	148
2022 Q1	$215K	Buy	5,212 +226	+5%	+$10.2K	0.16%	159
2021 Q4	$222K	Buy	+4,986	New	+$227K	0.17%	156

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

WMG Financial Advisors reduced its Bank of America (BAC) stake by 3% in Q2 2026, selling an estimated $15.2K and leaving 9,361 shares worth $533K. The position accounts for 0.2% of the portfolio, ranked #53.

WMG Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

WMG Financial Advisors held 9,361 shares of Bank of America worth $533K as of Q2 2026.
WMG Financial Advisors sold 285 Bank of America shares in Q2 2026, an estimated $15.2K.
Bank of America made up 0.2% of WMG Financial Advisors's portfolio in Q2 2026, its #53 holding.
WMG Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.