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Alliance Wealth Advisors (Utah)’s Bank of America BAC Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$336K Hold
5,899
– – 0.06% 178
2026
Q1 		$288K Sell
5,899
-842
-12% -$43.4K 0.06% 194
2025
Q4 		$371K Sell
6,741
-3,369
-33% -$178K 0.08% 198
2025
Q3 		$522K Buy
10,110
+439
+5% +$21.4K 0.12% 173
2025
Q2 		$458K Buy
9,671
+1,811
+23% +$76.2K 0.11% 174
2025
Q1 		$328K Sell
7,860
-363
-4% -$16.2K 0.09% 202
2024
Q4 		$361K Buy
8,223
+103
+1% +$4.53K 0.09% 198
2024
Q3 		$322K Sell
8,120
-12
-0.1% -$481 0.08% 199
2024
Q2 		$323K Buy
8,132
+318
+4% +$12.2K 0.09% 185
2024
Q1 		$296K Buy
7,814
+721
+10% +$24.8K 0.09% 204
2023
Q4 		$239K Buy
+7,093
New +$207K 0.08% 221

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

Alliance Wealth Advisors (Utah)'s BAC Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) held its Bank of America (BAC) position steady in Q2 2026 at 5,899 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #178.

Alliance Wealth Advisors (Utah) first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 5,899 shares of Bank of America worth $336K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #178 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Alliance Wealth Advisors (Utah)'s Bank of America position peaked at $522K in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.