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Arrowroot Family Office’s Bank of America BAC Stock Holding History

Arrowroot Family Office’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 		$302K Buy
5,308
+893
+20% +$47.5K 0.09% 144
2026
Q1 		$215K Sell
4,415
-110
-2% -$5.68K 0.07% 148
2025
Q4 		$249K Buy
+4,525
New +$239K 0.09% 128

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 $3.38T AUM 44.17% 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

Arrowroot Family Office's BAC Position: Q2 2026 in Review

Arrowroot Family Office increased its Bank of America (BAC) stake by 20% in Q2 2026, buying an estimated $47.5K and bringing the position to 5,308 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #144.

Arrowroot Family Office first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Arrowroot Family Office held 5,308 shares of Bank of America worth $302K as of Q2 2026.
  • Arrowroot Family Office bought 893 Bank of America shares in Q2 2026, an estimated $47.5K.
  • Bank of America made up 0.09% of Arrowroot Family Office's portfolio in Q2 2026, its #144 holding.
  • Arrowroot Family Office first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.