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

Aletheian 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	$309K	Buy	5,422 +542	+11%	+$28.8K	0.13%	85
2026 Q1	$238K	Buy	+4,880	New	+$252K	0.12%	86
2025 Q3	$290K	Buy	5,623 +156	+3%	+$7.61K	0.13%	77
2025 Q2	$259K	Sell	5,467 -248	-4%	-$10.4K	0.13%	79
2025 Q1	$238K	Sell	5,715 -133	-2%	-$5.93K	0.13%	78
2024 Q4	$257K	Buy	5,848 +176	+3%	+$7.74K	0.15%	67
2024 Q3	$225K	Sell	5,672 -20,773	-79%	-$833K	0.13%	75
2024 Q2	$1.05M	Sell	26,445 -2,953	-10%	-$113K	0.55%	41
2024 Q1	$1.11M	Buy	29,398 +6,732	+30%	+$231K	0.6%	41
2023 Q4	$763K	Sell	22,666 -600	-3%	-$17.5K	0.51%	49
2023 Q3	$637K	Sell	23,266 -1,760	-7%	-$52.1K	0.49%	50
2023 Q2	$718K	Buy	+25,026	New	+$714K	0.49%	53

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

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

Aletheian Wealth Advisors increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $28.8K and bringing the position to 5,422 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #85.

Aletheian Wealth Advisors first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Aletheian Wealth Advisors held 5,422 shares of Bank of America worth $309K as of Q2 2026.
Aletheian Wealth Advisors bought 542 Bank of America shares in Q2 2026, an estimated $28.8K.
Bank of America made up 0.13% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Aletheian Wealth Advisors first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
Aletheian Wealth Advisors's Bank of America position peaked at $1.11M in Q1 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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