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Alaethes Wealth’s Bank of America BAC Stock Holding History

Alaethes 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 		– Sell
-30,104
Closed -$1.47M – 112
2026
Q1 		$1.47M Buy
+30,104
New +$1.55M 0.42% 74
2023
Q3 		– Sell
-61,387
Closed -$1.76M – 110
2023
Q2 		$1.76M Buy
61,387
+3,550
+6% +$101K 0.97% 31
2023
Q1 		$1.65M Buy
57,837
+3,572
+7% +$118K 0.97% 28
2022
Q4 		$1.8M Buy
+54,265
New +$1.87M 1.24% 18
2022
Q2 		– Sell
-2,987
Closed -$123K – 125
2022
Q1 		$123K Hold
2,987
– – 0.08% 112
2021
Q4 		$133K Hold
2,987
– – 0.08% 106
2021
Q3 		$127K Hold
2,987
– – 0.09% 103
2021
Q2 		$123K Buy
+2,987
New +$122K 0.09% 100

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

Alaethes Wealth's BAC Position: Q2 2026 in Review

Alaethes Wealth sold out of Bank of America (BAC) in Q2 2026, closing a stake of 30,104 shares — an estimated $1.47M sold.

Alaethes Wealth first reported a position in BAC in Q2 2021 and held it in 8 quarters. The position peaked at $1.8M in Q4 2022. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Alaethes Wealth reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Alaethes Wealth sold 30,104 Bank of America shares in Q2 2026, an estimated $1.47M.
  • Alaethes Wealth first reported a position in Bank of America in Q2 2021 and held it in 8 quarters.
  • Alaethes Wealth's Bank of America position peaked at $1.8M in Q4 2022.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.