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Aaron Wealth Advisors’s Bank of America BAC Stock Holding History

Aaron Wealth Advisors’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 		$4.63M Sell
81,187
-515
-0.6% -$27.4K 0.24% 52
2026
Q1 		$3.98M Sell
81,702
-9,230
-10% -$476K 0.23% 49
2025
Q4 		$5M Buy
90,932
+15,928
+21% +$842K 0.27% 42
2025
Q3 		$3.87M Buy
75,004
+24,628
+49% +$1.2M 0.23% 52
2025
Q2 		$2.38M Buy
50,376
+2,814
+6% +$118K 0.24% 61
2025
Q1 		$1.98M Buy
47,562
+406
+0.9% +$18.1K 0.23% 63
2024
Q4 		$2.07M Buy
47,156
+2,769
+6% +$122K 0.24% 61
2024
Q3 		$1.76M Buy
44,387
+5,360
+14% +$215K 0.21% 65
2024
Q2 		$1.55M Buy
39,027
+313
+0.8% +$12K 0.22% 65
2024
Q1 		$1.47M Buy
38,714
+11,410
+42% +$392K 0.21% 69
2023
Q4 		$919K Buy
27,304
+1,776
+7% +$51.7K 0.15% 82
2023
Q3 		$699K Sell
25,528
-65,586
-72% -$1.94M 0.09% 120
2023
Q2 		$2.61M Buy
91,114
+774
+0.9% +$22.1K 0.34% 47
2023
Q1 		$2.58M Sell
90,340
-3,257
-3% -$108K 0.36% 48
2022
Q4 		$3.1M Buy
93,597
+26,952
+40% +$928K 0.45% 44
2022
Q3 		$2.01M Buy
66,645
+359
+0.5% +$12K 0.37% 50
2022
Q2 		$2.06M Buy
66,286
+6,991
+12% +$252K 0.52% 39
2022
Q1 		$2.44M Buy
59,295
+30,564
+106% +$1.38M 0.56% 32
2021
Q4 		$1.28M Buy
28,731
+153
+0.5% +$6.97K 0.36% 44
2021
Q3 		$1.21M Buy
28,578
+1,029
+4% +$41.5K 0.34% 41
2021
Q2 		$1.14M Sell
27,549
-173
-0.6% -$7.09K 0.37% 45
2021
Q1 		$1.07M Buy
27,722
+10,565
+62% +$365K 0.39% 45
2020
Q4 		$520K Buy
+17,157
New +$460K 0.19% 74

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

Aaron Wealth Advisors's BAC Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Bank of America (BAC) stake by 0.63% in Q2 2026, selling an estimated $27.4K and leaving 81,187 shares worth $4.63M. The position accounts for 0.24% of the portfolio, ranked #52.

Aaron Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aaron Wealth Advisors held 81,187 shares of Bank of America worth $4.63M as of Q2 2026.
  • Aaron Wealth Advisors sold 515 Bank of America shares in Q2 2026, an estimated $27.4K.
  • Bank of America made up 0.24% of Aaron Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Aaron Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Bank of America position peaked at $5M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.