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

49 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	$390K	Sell	6,843 -2,937	-30%	-$156K	0.07%	118
2026 Q1	$477K	Buy	9,780 +1,444	+17%	+$74.5K	0.04%	119
2025 Q4	$458K	Buy	8,336 +1,154	+16%	+$61K	0.04%	116
2025 Q3	$371K	Sell	7,182 -55	-0.8%	-$2.68K	0.03%	125
2025 Q2	$342K	Buy	7,237 +745	+11%	+$31.3K	0.04%	120
2025 Q1	$271K	Buy	6,492 +55	+0.9%	+$2.45K	0.03%	147
2024 Q4	$283K	Sell	6,437 -741	-10%	-$32.6K	0.04%	129
2024 Q3	$285K	Buy	+7,178	New	+$288K	0.05%	124

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

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

49 Wealth Management reduced its Bank of America (BAC) stake by 30% in Q2 2026, selling an estimated $156K and leaving 6,843 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #118.

49 Wealth Management first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $477K in Q1 2026. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

49 Wealth Management held 6,843 shares of Bank of America worth $390K as of Q2 2026.
49 Wealth Management sold 2,937 Bank of America shares in Q2 2026, an estimated $156K.
Bank of America made up 0.07% of 49 Wealth Management's portfolio in Q2 2026, its #118 holding.
49 Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
49 Wealth Management's Bank of America position peaked at $477K in Q1 2026.
3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.