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ABLE Financial Group’s Bank of America BAC Stock Holding History

ABLE Financial Group’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 		$661K Sell
11,594
-374
-3% -$19.9K 0.11% 119
2026
Q1 		$583K Sell
11,968
-577
-5% -$29.8K 0.11% 123
2025
Q4 		$690K Buy
12,545
+938
+8% +$49.6K 0.14% 109
2025
Q3 		$599K Sell
11,607
-836
-7% -$40.8K 0.13% 114
2025
Q2 		$589K Sell
12,443
-665
-5% -$28K 0.14% 111
2025
Q1 		$547K Sell
13,108
-351
-3% -$15.6K 0.15% 98
2024
Q4 		$592K Buy
13,459
+2,246
+20% +$98.8K 0.17% 90
2024
Q3 		$445K Sell
11,213
-40
-0.4% -$1.6K 0.14% 111
2024
Q2 		$448K Buy
11,253
+465
+4% +$17.8K 0.16% 100
2024
Q1 		$409K Sell
10,788
-304
-3% -$10.4K 0.16% 101
2023
Q4 		$373K Sell
11,092
-4,200
-27% -$122K 0.16% 100
2023
Q3 		$419K Sell
15,292
-1,203
-7% -$35.6K 0.21% 86
2023
Q2 		$473K Buy
16,495
+2,520
+18% +$71.9K 0.24% 75
2023
Q1 		$400K Buy
+13,975
New +$461K 0.26% 78

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

ABLE Financial Group's BAC Position: Q2 2026 in Review

ABLE Financial Group reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $19.9K and leaving 11,594 shares worth $661K. The position accounts for 0.11% of the portfolio, ranked #119.

ABLE Financial Group first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $690K in Q4 2025. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • ABLE Financial Group held 11,594 shares of Bank of America worth $661K as of Q2 2026.
  • ABLE Financial Group sold 374 Bank of America shares in Q2 2026, an estimated $19.9K.
  • Bank of America made up 0.11% of ABLE Financial Group's portfolio in Q2 2026, its #119 holding.
  • ABLE Financial Group first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's Bank of America position peaked at $690K in Q4 2025.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.