World Equity Group’s Bank of America BAC Stock Holding History

World Equity Group’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	$3.38M	Sell	59,384 -480	-0.8%	-$25.5K	0.76%	26
2026 Q1	$2.92M	Sell	59,864 -13,784	-19%	-$711K	0.76%	30
2025 Q4	$4.05M	Buy	73,648 +460	+0.6%	+$24.3K	1.13%	17
2025 Q3	$3.78M	Buy	73,188 +13,119	+22%	+$640K	0.86%	22
2025 Q2	$2.84M	Buy	60,069 +59	+0.1%	+$2.48K	0.78%	28
2025 Q1	$2.47M	Buy	60,010 +859	+1%	+$38.3K	0.71%	32
2024 Q4	$2.6M	Buy	59,151 +240	+0.4%	+$10.6K	0.56%	43
2024 Q3	$2.34M	Sell	58,911 -30,676	-34%	-$1.23M	0.84%	27
2024 Q2	$3.56M	Sell	89,587 -109,483	-55%	-$4.2M	1.06%	21
2024 Q1	$7.55M	Sell	199,070 -6,832	-3%	-$235K	1.55%	10
2023 Q4	$6.76M	Buy	205,902 +2,682	+1%	+$78.1K	1.36%	10
2023 Q3	$5.56M	Buy	203,220 +104,034	+105%	+$3.08M	1.16%	11
2023 Q2	$2.85M	Buy	99,186 +93,883	+1,770%	+$2.68M	0.84%	20
2023 Q1	$1.06M	Sell	5,303 -74,288	-93%	-$2.45M	0.16%	156
2022 Q4	$2.64M	Buy	79,591 +378	+0.5%	+$13K	0.63%	45
2022 Q3	$2.39M	Buy	79,213 +4,000	+5%	+$134K	0.61%	45
2022 Q2	$2.34M	Buy	75,213 +2,911	+4%	+$105K	0.59%	43
2022 Q1	$2.98M	Buy	+72,302	New	+$3.26M	0.64%	31

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

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

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

World Equity Group's BAC Position: Q2 2026 in Review

World Equity Group reduced its Bank of America (BAC) stake by 0.8% in Q2 2026, selling an estimated $25.5K and leaving 59,384 shares worth $3.38M. The position accounts for 0.76% of the portfolio, ranked #26.

World Equity Group first reported a position in BAC in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.55M in Q1 2024. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

World Equity Group held 59,384 shares of Bank of America worth $3.38M as of Q2 2026.
World Equity Group sold 480 Bank of America shares in Q2 2026, an estimated $25.5K.
Bank of America made up 0.76% of World Equity Group's portfolio in Q2 2026, its #26 holding.
World Equity Group first reported a position in Bank of America in Q1 2022 and has held it in 18 quarters since.
World Equity Group's Bank of America position peaked at $7.55M in Q1 2024.
934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.