Atlanta Consulting Group Advisors’s Bank of America BAC Stock Holding History

Atlanta Consulting Group 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	$2.17M	Buy	38,061 +302	+0.8%	+$16.1K	0.34%	50
2026 Q1	$1.84M	Buy	37,759 +199	+0.5%	+$10.3K	0.4%	40
2025 Q4	$2.07M	Buy	37,560 +2,315	+7%	+$122K	0.47%	33
2025 Q3	$1.82M	Hold	35,245	–	–	0.44%	36
2025 Q2	$1.67M	Sell	35,245 -210	-0.6%	-$8.84K	0.46%	31
2025 Q1	$1.48M	Buy	35,455 +18,580	+110%	+$828K	0.43%	33
2024 Q4	$742K	Sell	16,875 -30,317	-64%	-$1.33M	0.27%	55
2024 Q3	$1.87M	Buy	47,192 +27,917	+145%	+$1.12M	0.46%	38
2024 Q2	$767K	Hold	19,275	–	–	0.17%	53
2024 Q1	$731K	Buy	+19,275	New	+$662K	0.25%	55

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

Atlanta Consulting Group Advisors's BAC Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Bank of America (BAC) stake by 0.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 38,061 shares worth $2.17M. The position accounts for 0.34% of the portfolio, ranked #50.

Atlanta Consulting Group Advisors first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Atlanta Consulting Group Advisors held 38,061 shares of Bank of America worth $2.17M as of Q2 2026.
Atlanta Consulting Group Advisors bought 302 Bank of America shares in Q2 2026, an estimated $16.1K.
Bank of America made up 0.34% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #50 holding.
Atlanta Consulting Group Advisors first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.