AFA
BAC icon

Allium Financial Advisors’s Bank of America BAC Stock Holding History

Allium Financial 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 		$584K Buy
10,246
+3
+0% +$160 0.38% 36
2026
Q1 		$499K Sell
10,243
-32
-0.3% -$1.65K 0.4% 36
2025
Q4 		$565K Buy
10,275
+70
+0.7% +$3.7K 0.45% 34
2025
Q3 		$526K Sell
10,205
-368
-3% -$18K 0.44% 36
2025
Q2 		$500K Sell
10,573
-395
-4% -$16.6K 0.44% 38
2025
Q1 		$458K Buy
+10,968
New +$489K 0.42% 41

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

Allium Financial Advisors's BAC Position: Q2 2026 in Review

Allium Financial Advisors increased its Bank of America (BAC) stake by 0.03% in Q2 2026, buying an estimated $160 and bringing the position to 10,246 shares worth $584K. The position accounts for 0.38% of the portfolio, ranked #36.

Allium Financial Advisors first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Allium Financial Advisors held 10,246 shares of Bank of America worth $584K as of Q2 2026.
  • Allium Financial Advisors bought 3 Bank of America shares in Q2 2026, an estimated $160.
  • Bank of America made up 0.38% of Allium Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Allium Financial Advisors first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • 3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.