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Alpha Family Trust’s Bank of America BAC Stock Holding History

Alpha Family Trust’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 		$505K Hold
8,860
– – 0.2% 80
2026
Q1 		$432K Hold
8,860
– – 0.21% 83
2025
Q4 		$487K Hold
8,860
– – 0.22% 76
2025
Q3 		$457K Hold
8,860
– – 0.21% 81
2025
Q2 		$419K Buy
+8,860
New +$373K 0.21% 90
2023
Q4 		– Sell
-11,970
Closed -$328K – 146
2023
Q3 		$328K Buy
+11,970
New +$354K 0.25% 78
2023
Q2 		– Sell
-12,030
Closed -$344K – 127
2023
Q1 		$344K Buy
+12,030
New +$397K 0.27% 70
2022
Q4 		– Sell
-13,575
Closed -$410K – 120
2022
Q3 		$410K Buy
+13,575
New +$454K 0.31% 22

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

Alpha Family Trust's BAC Position: Q2 2026 in Review

Alpha Family Trust held its Bank of America (BAC) position steady in Q2 2026 at 8,860 shares worth $505K. The position accounts for 0.2% of the portfolio, ranked #80.

Alpha Family Trust first reported a position in BAC in Q3 2022 and has held it in 8 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Alpha Family Trust held 8,860 shares of Bank of America worth $505K as of Q2 2026.
  • Alpha Family Trust left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.2% of Alpha Family Trust's portfolio in Q2 2026, its #80 holding.
  • Alpha Family Trust first reported a position in Bank of America in Q3 2022 and has held it in 8 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.