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

AGH 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 		$1.04M Buy
18,210
+1,802
+11% +$95.8K 0.65% 36
2026
Q1 		$800K Sell
16,408
-901
-5% -$46.5K 0.59% 34
2025
Q4 		$952K Sell
17,309
-2,411
-12% -$127K 0.72% 27
2025
Q3 		$1.02M Buy
19,720
+2,387
+14% +$116K 0.75% 26
2025
Q2 		$820K Buy
17,333
+4,251
+32% +$179K 0.68% 30
2025
Q1 		$546K Sell
13,082
-949
-7% -$42.3K 0.53% 40
2024
Q4 		$617K Buy
+14,031
New +$617K 0.57% 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

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

AGH Wealth Advisors increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $95.8K and bringing the position to 18,210 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #36.

AGH Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • AGH Wealth Advisors held 18,210 shares of Bank of America worth $1.04M as of Q2 2026.
  • AGH Wealth Advisors bought 1,802 Bank of America shares in Q2 2026, an estimated $95.8K.
  • Bank of America made up 0.65% of AGH Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • AGH Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.