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Abundance Wealth Counselors’s Bank of America BAC Stock Holding History

Abundance Wealth Counselors’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 		$2.52M Buy
44,171
+20,298
+85% +$1.08M 0.16% 89
2026
Q1 		$1.16M Buy
23,873
+3,000
+14% +$155K 0.17% 89
2025
Q4 		$1.15M Sell
20,873
-1,263
-6% -$66.8K 0.19% 84
2025
Q3 		$1.14M Sell
22,136
-1,635
-7% -$79.8K 0.2% 84
2025
Q2 		$1.13M Sell
23,771
-471
-2% -$19.8K 0.21% 84
2025
Q1 		$1.01M Buy
24,242
+762
+3% +$34K 0.21% 85
2024
Q4 		$1.03M Buy
23,480
+684
+3% +$30.1K 0.22% 79
2024
Q3 		$905K Buy
22,796
+560
+3% +$22.4K 0.19% 91
2024
Q2 		$884K Sell
22,236
-1,044
-4% -$40K 0.41% 48
2024
Q1 		$883K Buy
23,280
+821
+4% +$28.2K 0.2% 79
2023
Q4 		$756K Sell
22,459
-2,367
-10% -$68.9K 0.2% 84
2023
Q3 		$680K Buy
+24,826
New +$734K 0.19% 79
2023
Q2 		– Sell
-30,082
Closed -$860K – 73
2023
Q1 		$860K Sell
30,082
-6,378
-17% -$211K 0.22% 67
2022
Q4 		$1.21M Buy
36,460
+206
+0.6% +$7.1K 0.33% 54
2022
Q3 		$1.09M Sell
36,254
-50
-0.1% -$1.67K 0.31% 51
2022
Q2 		$1.13M Sell
36,304
-787
-2% -$28.3K 0.31% 52
2022
Q1 		$1.53M Sell
37,091
-5,219
-12% -$235K 0.42% 40
2021
Q4 		$1.88M Buy
+42,310
New +$1.93M 0.48% 26
2021
Q3 		– Sell
-43,930
Closed -$1.81M – 51
2021
Q2 		$1.81M Buy
43,930
+6,402
+17% +$262K 0.47% 22
2021
Q1 		$1.45M Buy
37,528
+2,778
+8% +$95.9K 0.36% 21
2020
Q4 		$1.05M Buy
34,750
+5,056
+17% +$136K 0.26% 31
2020
Q3 		$715K Sell
29,694
-23
-0.1% -$573 0.21% 47
2020
Q2 		$706K Buy
+29,717
New +$702K 0.21% 33

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

Abundance Wealth Counselors's BAC Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Bank of America (BAC) stake by 85% in Q2 2026, buying an estimated $1.08M and bringing the position to 44,171 shares worth $2.52M. The position accounts for 0.16% of the portfolio, ranked #89.

Abundance Wealth Counselors first reported a position in BAC in Q2 2020 and has held it in 23 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Abundance Wealth Counselors held 44,171 shares of Bank of America worth $2.52M as of Q2 2026.
  • Abundance Wealth Counselors bought 20,298 Bank of America shares in Q2 2026, an estimated $1.08M.
  • Bank of America made up 0.16% of Abundance Wealth Counselors's portfolio in Q2 2026, its #89 holding.
  • Abundance Wealth Counselors first reported a position in Bank of America in Q2 2020 and has held it in 23 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.