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Ameliora Wealth Management’s Bank of America BAC Stock Holding History

Ameliora Wealth Management’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 		$371K Sell
6,517
-200
-3% -$10.6K 0.11% 85
2026
Q1 		$327K Sell
6,717
-1,300
-16% -$67.1K 0.1% 84
2025
Q4 		$441K Hold
8,017
– – 0.13% 73
2025
Q3 		$414K Buy
8,017
+560
+8% +$27.3K 0.14% 76
2025
Q2 		$353K Sell
7,457
-435
-6% -$18.3K 0.13% 80
2025
Q1 		$329K Hold
7,892
– – 0.12% 77
2024
Q4 		$347K Buy
7,892
+7,685
+3,713% +$338K 0.13% 77
2024
Q3 		$8.21K Hold
207
– – ﹤0.01% 140
2024
Q2 		$8.23K Hold
207
– – ﹤0.01% 164
2024
Q1 		$7.85K Hold
207
– – ﹤0.01% 179
2023
Q4 		$6.97K Hold
207
– – ﹤0.01% 165
2023
Q3 		$5.67K Hold
207
– – ﹤0.01% 199
2023
Q2 		$5.94K Sell
207
-800
-79% -$22.8K ﹤0.01% 177
2023
Q1 		$28.8K Sell
1,007
-2,293
-69% -$75.7K 0.02% 156
2022
Q4 		$109K Sell
3,300
-1,000
-23% -$34.4K 0.06% 97
2022
Q3 		$128K Buy
+4,300
New +$144K 0.07% 90

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

Ameliora Wealth Management's BAC Position: Q2 2026 in Review

Ameliora Wealth Management reduced its Bank of America (BAC) stake by 3% in Q2 2026, selling an estimated $10.6K and leaving 6,517 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #85.

Ameliora Wealth Management first reported a position in BAC in Q3 2022 and has held it in 16 quarters since. The position peaked at $441K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ameliora Wealth Management held 6,517 shares of Bank of America worth $371K as of Q2 2026.
  • Ameliora Wealth Management sold 200 Bank of America shares in Q2 2026, an estimated $10.6K.
  • Bank of America made up 0.11% of Ameliora Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Ameliora Wealth Management first reported a position in Bank of America in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's Bank of America position peaked at $441K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.