Acima Private Wealth’s Bank of America BAC Stock Holding History

Acima Private Wealth’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	$40.2K	Hold	706	–	–	0.01%	143
2026 Q1	$34.4K	Hold	706	–	–	0.01%	147
2025 Q4	$38.8K	Hold	706	–	–	0.01%	144
2025 Q3	$36.4K	Hold	706	–	–	0.01%	151
2025 Q2	$33.4K	Buy	+706	New	+$29.7K	0.01%	155
2023 Q3	–	Sell	-2,697	Closed	-$79.8K	–	250
2023 Q2	$77.4K	Hold	2,697	–	–	0.04%	157
2023 Q1	$77.1K	Hold	2,697	–	–	0.04%	157
2022 Q4	$89.3K	Hold	2,697	–	–	0.05%	143
2022 Q3	$81.4K	Hold	2,697	–	–	0.04%	141
2022 Q2	$84K	Hold	2,697	–	–	0.04%	145
2022 Q1	$111K	Hold	2,697	–	–	0.05%	142
2021 Q4	$120K	Sell	2,697 -2,500	-48%	-$114K	0.05%	142
2021 Q3	$221K	Hold	5,197	–	–	0.1%	120
2021 Q2	$214K	Hold	5,197	–	–	0.1%	121
2021 Q1	$201K	Buy	+5,197	New	+$179K	0.1%	120

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

Acima Private Wealth's BAC Position: Q2 2026 in Review

Acima Private Wealth held its Bank of America (BAC) position steady in Q2 2026 at 706 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #143.

Acima Private Wealth first reported a position in BAC in Q1 2021 and has held it in 15 quarters since. The position peaked at $221K in Q3 2021. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Acima Private Wealth held 706 shares of Bank of America worth $40.2K as of Q2 2026.
Acima Private Wealth left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.01% of Acima Private Wealth's portfolio in Q2 2026, its #143 holding.
Acima Private Wealth first reported a position in Bank of America in Q1 2021 and has held it in 15 quarters since.
Acima Private Wealth's Bank of America position peaked at $221K in Q3 2021.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.