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

Ariadne 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 		$476K Buy
8,355
+101
+1% +$5.37K 0.21% 119
2026
Q1 		$402K Sell
8,254
-1,371
-14% -$70.7K 0.18% 123
2025
Q4 		$506K Sell
9,625
-466
-5% -$24.6K 0.21% 104
2025
Q3 		$534K Sell
10,091
-418
-4% -$20.4K 0.24% 93
2025
Q2 		$496K Buy
10,509
+592
+6% +$24.9K 0.24% 91
2025
Q1 		$414K Sell
9,917
-1,898
-16% -$84.6K 0.22% 103
2024
Q4 		$551K Buy
11,815
+65
+0.6% +$2.86K 0.25% 82
2024
Q3 		$526K Buy
11,750
+3,228
+38% +$129K 0.29% 66
2024
Q2 		$339K Buy
+8,522
New +$327K 0.26% 87

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

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

Ariadne Wealth Management increased its Bank of America (BAC) stake by 1.2% in Q2 2026, buying an estimated $5.37K and bringing the position to 8,355 shares worth $476K. The position accounts for 0.21% of the portfolio, ranked #119.

Ariadne Wealth Management first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $551K in Q4 2024. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ariadne Wealth Management held 8,355 shares of Bank of America worth $476K as of Q2 2026.
  • Ariadne Wealth Management bought 101 Bank of America shares in Q2 2026, an estimated $5.37K.
  • Bank of America made up 0.21% of Ariadne Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Ariadne Wealth Management first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Bank of America position peaked at $551K in Q4 2024.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.