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Xcel Wealth Management’s Bank of America BAC Stock Holding History

Xcel Wealth Management’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 		$15.5M Sell
271,286
-33,534
-11% -$1.78M 3.69% 5
2026
Q1 		$14.9M Sell
304,820
-31,893
-9% -$1.65M 4.11% 4
2025
Q4 		$18.5M Sell
336,713
-4,412
-1% -$233K 4.71% 3
2025
Q3 		$17.6M Sell
341,125
-15,329
-4% -$748K 4.57% 3
2025
Q2 		$16.9M Sell
356,454
-1,575
-0.4% -$66.3K 4.8% 3
2025
Q1 		$14.9M Sell
358,029
-18,070
-5% -$805K 4.66% 3
2024
Q4 		$16.5M Sell
376,099
-9,875
-3% -$434K 4.58% 4
2024
Q3 		$15.3M Buy
385,974
+5,147
+1% +$206K 4.48% 4
2024
Q2 		$15.1M Buy
380,827
+4,767
+1% +$183K 4.74% 4
2024
Q1 		$14.3M Buy
376,060
+5,568
+2% +$191K 4.46% 4
2023
Q4 		$12.5M Buy
370,492
+30,275
+9% +$881K 4.37% 4
2023
Q3 		$9.32M Sell
340,217
-12,206
-3% -$361K 3.68% 5
2023
Q2 		$10.1M Buy
352,423
+19,546
+6% +$558K 3.19% 7
2023
Q1 		$9.52M Buy
332,877
+32,304
+11% +$1.07M 3.35% 8
2022
Q4 		$9.95M Sell
300,573
-3,000
-1% -$103K 3.92% 5
2022
Q3 		$9.17M Buy
303,573
+66,303
+28% +$2.22M 3.41% 5
2022
Q2 		$7.39M Buy
237,270
+24,077
+11% +$867K 2.69% 8
2022
Q1 		$8.79M Buy
213,193
+30,429
+17% +$1.37M 2.41% 12
2021
Q4 		$8.13M Buy
182,764
+17,939
+11% +$817K 2.09% 15
2021
Q3 		$7M Sell
164,825
-318
-0.2% -$12.8K 2.03% 16
2021
Q2 		$6.81M Buy
165,143
+464
+0.3% +$19K 2.06% 15
2021
Q1 		$6.37M Buy
164,679
+303
+0.2% +$10.5K 2.27% 12
2020
Q4 		$4.98M Sell
164,376
-2,500
-1% -$67K 2.15% 16
2020
Q3 		$4.02M Buy
166,876
+38,470
+30% +$958K 2.07% 14
2020
Q2 		$3.05M Buy
128,406
+1,410
+1% +$33.3K 1.89% 17
2020
Q1 		$2.7M Sell
126,996
-38,426
-23% -$1.15M 2.43% 12
2019
Q4 		$5.83M Sell
165,422
-2,949
-2% -$95.3K 4.84% 4
2019
Q3 		$4.91M Buy
168,371
+460
+0.3% +$13.2K 4.55% 4
2019
Q2 		$4.87M Sell
167,911
-10,135
-6% -$292K 4.77% 3
2019
Q1 		$4.91M Sell
178,046
-36,850
-17% -$1.04M 5.06% 3
2018
Q4 		$5.29M Buy
+214,896
New +$5.83M 6.48% 2

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Xcel Wealth Management's BAC Position: Q2 2026 in Review

Xcel Wealth Management reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $1.78M and leaving 271,286 shares worth $15.5M. The position accounts for 3.69% of the portfolio, ranked #5.

Xcel Wealth Management first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.5M in Q4 2025. 1,529 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Xcel Wealth Management held 271,286 shares of Bank of America worth $15.5M as of Q2 2026.
  • Xcel Wealth Management sold 33,534 Bank of America shares in Q2 2026, an estimated $1.78M.
  • Bank of America made up 3.69% of Xcel Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Xcel Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's Bank of America position peaked at $18.5M in Q4 2025.
  • 1,529 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.