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

Arkadios 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	$313K	Hold	5,500	–	–	﹤0.01%	1379
2026 Q1	$268K	Sell	5,500 -5,100	-48%	-$263K	﹤0.01%	1411
2025 Q4	$583K	Hold	10,600	–	–	0.01%	931
2025 Q3	$547K	Hold	10,600	–	–	0.01%	893
2025 Q2	$502K	Buy	10,600 +5,600	+112%	+$236K	0.01%	839
2025 Q1	$209K	Buy	+5,000	New	+$223K	0.01%	1029

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

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

Arkadios Wealth Advisors increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $1.56M and bringing the position to 285,711 shares worth $16.3M. The position accounts for 0.25% of the portfolio, ranked #87.

Arkadios Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Arkadios Wealth Advisors held 285,711 shares of Bank of America worth $16.3M as of Q2 2026.
Arkadios Wealth Advisors bought 29,262 Bank of America shares in Q2 2026, an estimated $1.56M.
Bank of America made up 0.25% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Arkadios Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.