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Adamsbrown Wealth Consultants’s Bank of America BAC Stock Holding History

Adamsbrown Wealth Consultants’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 		$703K Buy
12,331
+37
+0.3% +$1.97K 0.13% 68
2026
Q1 		$599K Buy
12,294
+841
+7% +$43.4K 0.16% 62
2025
Q4 		$630K Buy
11,453
+300
+3% +$15.9K 0.18% 56
2025
Q3 		$575K Sell
11,153
-129
-1% -$6.29K 0.16% 54
2025
Q2 		$534K Buy
11,282
+664
+6% +$27.9K 0.15% 49
2025
Q1 		$443K Buy
10,618
+444
+4% +$19.8K 0.14% 56
2024
Q4 		$447K Buy
10,174
+56
+0.6% +$2.46K 0.15% 54
2024
Q3 		$401K Sell
10,118
-43
-0.4% -$1.72K 0.14% 51
2024
Q2 		$404K Buy
10,161
+32
+0.3% +$1.23K 0.16% 49
2024
Q1 		$384K Sell
10,129
-385
-4% -$13.2K 0.16% 48
2023
Q4 		$354K Sell
10,514
-57
-0.5% -$1.66K 0.15% 48
2023
Q3 		$289K Buy
10,571
+701
+7% +$20.7K 0.14% 57
2023
Q2 		$283K Sell
9,870
-67
-0.7% -$1.91K 0.15% 59
2023
Q1 		$284K Buy
+9,937
New +$328K 0.16% 57

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

Adamsbrown Wealth Consultants's BAC Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Bank of America (BAC) stake by 0.3% in Q2 2026, buying an estimated $1.97K and bringing the position to 12,331 shares worth $703K. The position accounts for 0.13% of the portfolio, ranked #68.

Adamsbrown Wealth Consultants first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Adamsbrown Wealth Consultants held 12,331 shares of Bank of America worth $703K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 37 Bank of America shares in Q2 2026, an estimated $1.97K.
  • Bank of America made up 0.13% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #68 holding.
  • Adamsbrown Wealth Consultants first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.