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Ashton Thomas Private Wealth’s Bank of America BAC Stock Holding History

Ashton Thomas Private Wealth’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 		$14M Buy
245,574
+10,203
+4% +$543K 0.29% 77
2026
Q1 		$11.5M Sell
235,371
-906
-0.4% -$46.8K 0.27% 79
2025
Q4 		$13M Sell
236,277
-7,005
-3% -$370K 0.32% 68
2025
Q3 		$12.6M Buy
243,282
+33,593
+16% +$1.64M 0.33% 68
2025
Q2 		$9.92M Sell
209,689
-8,249
-4% -$347K 0.35% 63
2025
Q1 		$9.09M Buy
217,938
+6,824
+3% +$304K 0.35% 69
2024
Q4 		$9.28M Buy
211,114
+6,067
+3% +$267K 0.36% 65
2024
Q3 		$8.14M Buy
205,047
+4,203
+2% +$168K 0.43% 56
2024
Q2 		$7.99M Sell
200,844
-3,630
-2% -$139K 0.44% 55
2024
Q1 		$7.75M Buy
204,474
+13,462
+7% +$462K 0.44% 57
2023
Q4 		$6.43M Buy
191,012
+5,384
+3% +$157K 0.4% 70
2023
Q3 		$5.08M Buy
185,628
+13,596
+8% +$402K 0.37% 69
2023
Q2 		$4.94M Buy
172,032
+59,976
+54% +$1.71M 0.38% 69
2023
Q1 		$3.2M Buy
112,056
+10,013
+10% +$331K 0.28% 97
2022
Q4 		$3.38M Buy
102,043
+1,400
+1% +$48.2K 0.34% 80
2022
Q3 		$3.04M Buy
100,643
+823
+0.8% +$27.5K 0.34% 82
2022
Q2 		$3.11M Buy
99,820
+3,043
+3% +$110K 0.34% 82
2022
Q1 		$3.99M Buy
96,777
+15,259
+19% +$688K 0.35% 79
2021
Q4 		$3.63M Buy
81,518
+51,157
+168% +$2.33M 0.35% 75
2021
Q3 		$1.29M Buy
30,361
+226
+0.7% +$9.1K 0.19% 125
2021
Q2 		$1.24M Sell
30,135
-18,509
-38% -$759K 0.19% 133
2021
Q1 		$1.88M Buy
48,644
+960
+2% +$33.1K 0.32% 80
2020
Q4 		$1.45M Buy
47,684
+358
+0.8% +$9.6K 0.28% 98
2020
Q3 		$1.14M Sell
47,326
-8,806
-16% -$219K 0.29% 92
2020
Q2 		$1.33M Sell
56,132
-13,999
-20% -$331K 0.4% 73
2020
Q1 		$1.49M Sell
70,131
-12,833
-15% -$385K 0.61% 41
2019
Q4 		$2.92M Buy
82,964
+8,380
+11% +$271K 0.96% 27
2019
Q3 		$2.18M Buy
74,584
+30,482
+69% +$876K 0.91% 28
2019
Q2 		$1.28M Sell
44,102
-4,438
-9% -$128K 0.49% 54
2019
Q1 		$1.34M Buy
+48,540
New +$1.37M 0.55% 47

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

Ashton Thomas Private Wealth's BAC Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Bank of America (BAC) stake by 4.3% in Q2 2026, buying an estimated $543K and bringing the position to 245,574 shares worth $14M. The position accounts for 0.29% of the portfolio, ranked #77.

Ashton Thomas Private Wealth first reported a position in BAC in Q1 2019 and has held it in 30 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ashton Thomas Private Wealth held 245,574 shares of Bank of America worth $14M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 10,203 Bank of America shares in Q2 2026, an estimated $543K.
  • Bank of America made up 0.29% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #77 holding.
  • Ashton Thomas Private Wealth first reported a position in Bank of America in Q1 2019 and has held it in 30 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.