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

Alpha 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	$385K	Sell	6,763 -13	-0.2%	-$691	0.1%	59
2026 Q1	$330K	Buy	6,776 +11	+0.2%	+$568	0.1%	44
2025 Q4	$372K	Sell	6,765 -652	-9%	-$34.5K	0.11%	43
2025 Q3	$383K	Hold	7,417	–	–	0.13%	36
2025 Q2	$351K	Buy	7,417 +73	+1%	+$3.07K	0.14%	37
2025 Q1	$306K	Buy	7,344 +1,996	+37%	+$88.9K	0.14%	33
2024 Q4	$235K	Sell	5,348 -26	-0.5%	-$1.14K	0.11%	45
2024 Q3	$213K	Buy	5,374 +10	+0.2%	+$401	0.09%	46
2024 Q2	$213K	Hold	5,364	–	–	0.1%	40
2024 Q1	$203K	Buy	+5,364	New	+$184K	0.1%	43
2023 Q4	–	Sell	-12,103	Closed	-$331K	–	42
2023 Q3	$331K	Hold	12,103	–	–	0.21%	29
2023 Q2	$347K	Buy	+12,103	New	+$345K	0.22%	28

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

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

Alpha Financial Advisors reduced its Bank of America (BAC) stake by 0.19% in Q2 2026, selling an estimated $691 and leaving 6,763 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #59.

Alpha Financial Advisors first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Alpha Financial Advisors held 6,763 shares of Bank of America worth $385K as of Q2 2026.
Alpha Financial Advisors sold 13 Bank of America shares in Q2 2026, an estimated $691.
Bank of America made up 0.1% of Alpha Financial Advisors's portfolio in Q2 2026, its #59 holding.
Alpha Financial Advisors first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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