1900 Wealth Management’s Bank of America BAC Stock Holding History

1900 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	$500K	Buy	+8,777	New	+$467K	0.03%	179
2026 Q1	–	Sell	-6,408	Closed	-$352K	–	254
2025 Q4	$352K	Buy	+6,408	New	+$339K	0.02%	191
2024 Q1	–	Sell	-11,181	Closed	-$376K	–	240
2023 Q4	$376K	Sell	11,181 -3,510	-24%	-$102K	0.03%	222
2023 Q3	$402K	Buy	+14,691	New	+$435K	0.04%	209
2022 Q2	–	Sell	-5,461	Closed	-$225K	–	224
2022 Q1	$225K	Hold	5,461	–	–	0.02%	228
2021 Q4	$243K	Buy	+5,461	New	+$249K	0.02%	218

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1900 Wealth Management's BAC Position: Q2 2026 in Review

1900 Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 8,777 shares worth $500K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in BAC as recently as Q4 2025.

1900 Wealth Management first reported a position in BAC in Q4 2021 and has held it in 6 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

1900 Wealth Management held 8,777 shares of Bank of America worth $500K as of Q2 2026.
Bank of America was a new 1900 Wealth Management position in Q2 2026.
Bank of America made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #179 holding.
1900 Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 6 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.