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

44 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 		$825K Buy
14,470
+3,090
+27% +$164K 0.27% 112
2026
Q1 		$555K Sell
11,380
-607
-5% -$31.3K 0.19% 136
2025
Q4 		$659K Buy
11,987
+2,583
+27% +$137K 0.22% 126
2025
Q3 		$485K Buy
9,404
+2,472
+36% +$121K 0.16% 140
2025
Q2 		$328K Buy
+6,932
New +$292K 0.12% 167
2023
Q2 		$272K Sell
9,469
-756
-7% -$21.6K 0.09% 144
2023
Q1 		$292K Buy
10,225
+640
+7% +$21.1K 0.1% 145
2022
Q4 		$317K Sell
9,585
-975
-9% -$33.6K 0.11% 140
2022
Q3 		$319K Buy
10,560
+36
+0.3% +$1.2K 0.13% 129
2022
Q2 		$328K Buy
10,524
+343
+3% +$12.3K 0.13% 128
2022
Q1 		$420K Sell
10,181
-91
-0.9% -$4.11K 0.15% 124
2021
Q4 		$457K Buy
10,272
+4,080
+66% +$186K 0.16% 114
2021
Q3 		$263K Sell
6,192
-24
-0.4% -$967 0.1% 142
2021
Q2 		$256K Buy
6,216
+24
+0.4% +$984 0.1% 150
2021
Q1 		$240K Buy
+6,192
New +$214K 0.1% 145

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

44 Wealth Management increased its Bank of America (BAC) stake by 27% in Q2 2026, buying an estimated $164K and bringing the position to 14,470 shares worth $825K. The position accounts for 0.27% of the portfolio, ranked #112.

44 Wealth Management first reported a position in BAC in Q1 2021 and has held it in 15 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • 44 Wealth Management held 14,470 shares of Bank of America worth $825K as of Q2 2026.
  • 44 Wealth Management bought 3,090 Bank of America shares in Q2 2026, an estimated $164K.
  • Bank of America made up 0.27% of 44 Wealth Management's portfolio in Q2 2026, its #112 holding.
  • 44 Wealth Management first reported a position in Bank of America in Q1 2021 and has held it in 15 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.