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

Acorn 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	$296K	Buy	5,200 +13	+0.3%	+$691	0.07%	232
2026 Q1	$253K	Buy	5,187 +169	+3%	+$8.72K	0.07%	229
2025 Q4	$276K	Sell	5,018 -155	-3%	-$8.19K	0.08%	218
2025 Q3	$267K	Buy	5,173 +813	+19%	+$39.7K	0.08%	229
2025 Q2	$206K	Buy	+4,360	New	+$183K	0.08%	240
2018 Q3	–	Sell	-3,777	Closed	-$107K	–	142
2018 Q2	$107K	Buy	3,777 +176	+5%	+$5.25K	0.09%	173
2018 Q1	$109K	Buy	3,601 +340	+10%	+$10.7K	0.09%	164
2017 Q4	$98K	Buy	+3,261	New	+$89.9K	0.09%	172

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

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

Acorn Wealth Advisors increased its Bank of America (BAC) stake by 0.25% in Q2 2026, buying an estimated $691 and bringing the position to 5,200 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #232.

Acorn Wealth Advisors first reported a position in BAC in Q4 2017 and has held it in 8 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Acorn Wealth Advisors held 5,200 shares of Bank of America worth $296K as of Q2 2026.
Acorn Wealth Advisors bought 13 Bank of America shares in Q2 2026, an estimated $691.
Bank of America made up 0.07% of Acorn Wealth Advisors's portfolio in Q2 2026, its #232 holding.
Acorn Wealth Advisors first reported a position in Bank of America in Q4 2017 and has held it in 8 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.