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

Aprio 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 		$3.33M Buy
58,418
+2,357
+4% +$125K 0.16% 107
2026
Q1 		$2.73M Sell
56,061
-1,130
-2% -$58.3K 0.15% 98
2025
Q4 		$3.15M Buy
57,191
+24,893
+77% +$1.32M 0.18% 91
2025
Q3 		$1.67M Buy
32,298
+2,906
+10% +$142K 0.17% 87
2025
Q2 		$1.39M Sell
29,392
-37
-0.1% -$1.56K 0.16% 87
2025
Q1 		$1.23M Sell
29,429
-1,134
-4% -$50.5K 0.15% 90
2024
Q4 		$1.34M Buy
30,563
+1,752
+6% +$77.1K 0.2% 70
2024
Q3 		$1.14M Buy
28,811
+701
+2% +$28.1K 0.18% 72
2024
Q2 		$1.12M Buy
28,110
+2,452
+10% +$94K 0.2% 64
2024
Q1 		$973K Buy
25,658
+1,355
+6% +$46.5K 0.19% 68
2023
Q4 		$818K Buy
24,303
+5,128
+27% +$149K 0.18% 67
2023
Q3 		$525K Sell
19,175
-2,058
-10% -$60.9K 0.14% 78
2023
Q2 		$609K Buy
21,233
+909
+4% +$25.9K 0.17% 64
2023
Q1 		$581K Buy
20,324
+33
+0.2% +$1.09K 0.18% 58
2022
Q4 		$672K Buy
20,291
+2,760
+16% +$95.1K 0.24% 49
2022
Q3 		$529K Buy
17,531
+1,849
+12% +$61.8K 0.21% 59
2022
Q2 		$488K Buy
15,682
+1,107
+8% +$39.9K 0.19% 50
2022
Q1 		$601K Buy
14,575
+1,322
+10% +$59.6K 0.23% 48
2021
Q4 		$590K Sell
13,253
-550
-4% -$25.1K 0.25% 41
2021
Q3 		$586K Buy
13,803
+3,850
+39% +$155K 0.27% 41
2021
Q2 		$410K Buy
+9,953
New +$408K 0.19% 42
2020
Q4 		$382K Sell
12,597
-1,980
-14% -$53.1K 0.25% 38
2020
Q3 		$351K Buy
14,577
+1,880
+15% +$46.8K 0.25% 42
2020
Q2 		$302K Sell
12,697
-1,304
-9% -$30.8K 0.29% 43
2020
Q1 		$297K Buy
14,001
+6,960
+99% +$209K 0.38% 42
2019
Q4 		$248K Buy
+7,041
New +$228K 0.18% 59

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

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

Aprio Wealth Management increased its Bank of America (BAC) stake by 4.2% in Q2 2026, buying an estimated $125K and bringing the position to 58,418 shares worth $3.33M. The position accounts for 0.16% of the portfolio, ranked #107.

Aprio Wealth Management first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aprio Wealth Management held 58,418 shares of Bank of America worth $3.33M as of Q2 2026.
  • Aprio Wealth Management bought 2,357 Bank of America shares in Q2 2026, an estimated $125K.
  • Bank of America made up 0.16% of Aprio Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Aprio Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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