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

Alta 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 		$389K Sell
6,829
-211
-3% -$11.2K 0.11% 126
2026
Q1 		$343K Buy
7,040
+857
+14% +$44.2K 0.11% 134
2025
Q4 		$340K Buy
6,183
+662
+12% +$35K 0.11% 124
2025
Q3 		$285K Hold
5,521
– – 0.1% 126
2025
Q2 		$261K Hold
5,521
– – 0.12% 100
2025
Q1 		$230K Buy
5,521
+75
+1% +$3.34K 0.11% 128
2024
Q4 		$239K Sell
5,446
-273
-5% -$12K 0.1% 121
2024
Q3 		$227K Buy
+5,719
New +$229K 0.1% 120

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

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

Alta Wealth Advisors reduced its Bank of America (BAC) stake by 3% in Q2 2026, selling an estimated $11.2K and leaving 6,829 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #126.

Alta Wealth Advisors first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Alta Wealth Advisors held 6,829 shares of Bank of America worth $389K as of Q2 2026.
  • Alta Wealth Advisors sold 211 Bank of America shares in Q2 2026, an estimated $11.2K.
  • Bank of America made up 0.11% of Alta Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Alta Wealth Advisors first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.