180 WEALTH ADVISORS, LLC BAC/PRL BANK AMERICA CORP

Ownership history in 180 WEALTH ADVISORS, LLC  ·  10 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported BANK AMERICA CORP (BAC/PRL) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2025 Q2. The latest visible filing shows BAC/PRL at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BAC/PRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in BANK AMERICA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BAC/PRL was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 180 WEALTH ADVISORS, LLC held BAC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 840 -105 -11.1% 0.11% $1.1M 2026-07-07
2026 Q1 ADDED 945 +1 +0.1% 0.13% $1.1M 2026-05-01
2025 Q4 REDUCED 944 -9 -0.9% 0.13% $1.2M 2026-01-09
2025 Q3 ADDED 953 +15 +1.6% 0.15% $1.2M 2025-10-16
2025 Q2 ADDED 938 +146 +18.4% 0.16% $1.1M 2025-07-31
2025 Q1 ADDED 792 +595 +302.0% 0.16% $978K 2025-04-09
2024 Q4 REDUCED 197 -1 -0.5% 0.04% $240K 2025-01-14
2024 Q3 REDUCED 198 -1 -0.5% 0.04% $252K 2024-11-01
2024 Q2 ADDED 199 +20 +11.2% 0.04% $240K 2024-07-16
2024 Q1 INITIATED 179 0.04% $214K 2024-04-16

FAQ About 180 WEALTH ADVISORS, LLC and BAC/PRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning BAC/PRL?

180 WEALTH ADVISORS, LLC reported BAC/PRL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BAC/PRL position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BAC/PRL was 0.16% in 2025 Q2.

What is the latest reported BAC/PRL position on this page?

The most recent filing on this page is 2026 Q2, when 180 WEALTH ADVISORS, LLC reported 840 shares, equal to 0.11% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BAC/PRL ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly BAC/PRL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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