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

Abound 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 		$305K Sell
5,360
-1,022
-16% -$54.4K 0.06% 76
2026
Q1 		$311K Buy
6,382
+461
+8% +$23.8K 0.07% 66
2025
Q4 		$326K Buy
5,921
+312
+6% +$16.5K 0.08% 60
2025
Q3 		$289K Buy
5,609
+174
+3% +$8.49K 0.07% 61
2025
Q2 		$257K Sell
5,435
-25
-0.5% -$1.05K 0.07% 61
2025
Q1 		$228K Sell
5,460
-488
-8% -$21.7K 0.08% 63
2024
Q4 		$261K Buy
5,948
+196
+3% +$8.62K 0.08% 57
2024
Q3 		$228K Sell
5,752
-197
-3% -$7.89K 0.08% 58
2024
Q2 		$237K Sell
5,949
-15
-0.3% -$575 0.09% 53
2024
Q1 		$226K Buy
5,964
+35
+0.6% +$1.2K 0.09% 57
2023
Q4 		$200K Sell
5,929
-54
-0.9% -$1.57K 0.08% 60
2023
Q3 		$164K Sell
5,983
-11,781
-66% -$349K 0.07% 61
2023
Q2 		$510K Buy
17,764
+346
+2% +$9.87K 0.21% 34
2023
Q1 		$498K Sell
17,418
-532
-3% -$17.6K 0.22% 32
2022
Q4 		$595K Buy
17,950
+710
+4% +$24.5K 0.29% 29
2022
Q3 		$521K Buy
17,240
+295
+2% +$9.86K 0.28% 31
2022
Q2 		$528K Buy
16,945
+198
+1% +$7.13K 0.29% 32
2022
Q1 		$690K Buy
16,747
+4
+0% +$180 0.5% 27
2021
Q4 		$745K Buy
+16,743
New +$763K 0.59% 22

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

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

Abound Wealth Management reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $54.4K and leaving 5,360 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #76.

Abound Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $745K in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Abound Wealth Management held 5,360 shares of Bank of America worth $305K as of Q2 2026.
  • Abound Wealth Management sold 1,022 Bank of America shares in Q2 2026, an estimated $54.4K.
  • Bank of America made up 0.06% of Abound Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Abound Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Bank of America position peaked at $745K in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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