Earned Wealth Advisors Boosts Stake in Bank of America

Institutional investor increases holdings in major financial services provider

Apr. 20, 2026 at 8:07am

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Earned Wealth Advisors LLC, an institutional investment firm, has increased its stake in Bank of America Corporation (NYSE: BAC) by 81% during the fourth quarter, according to a recent SEC filing. The firm now owns 33,528 shares of the financial services provider's stock, valued at $1.84 million.

Why it matters

This move by Earned Wealth Advisors suggests the firm sees continued growth potential in Bank of America, one of the largest banks in the United States. Institutional investors' trading activity can provide insights into market sentiment and future performance expectations for major financial stocks.

The details

According to the 13F filing, Earned Wealth Advisors purchased an additional 15,007 shares of Bank of America during the fourth quarter, bringing its total holdings to 33,528 shares. Bank of America's stock has seen volatility in recent months, trading between a 52-week low of $36.49 and a high of $57.55. The bank reported strong Q4 2025 earnings in April, exceeding analyst estimates.

  • Earned Wealth Advisors increased its BAC holdings during the fourth quarter of 2025.
  • Bank of America reported Q4 2025 earnings on April 15, 2026.

The players

Earned Wealth Advisors LLC

An institutional investment firm that has increased its stake in Bank of America Corporation.

Bank of America Corporation

A multinational financial services company headquartered in Charlotte, North Carolina, providing a range of banking, investment, and asset management services.

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What’s next

Investors will be closely watching Bank of America's stock performance and any further changes in institutional ownership as the company navigates the evolving financial landscape.

The takeaway

This increase in Earned Wealth Advisors' stake in Bank of America reflects the firm's confidence in the bank's long-term growth potential, even as the financial sector faces ongoing challenges. Institutional investors' trading activity can provide valuable insights into market sentiment and future performance expectations for major financial stocks.