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AXS Investments’s Bank of America BAC Stock Holding History

AXS Investments’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 		$276K Sell
4,837
-923
-16% -$49.1K 0.08% 105
2026
Q1 		$281K Sell
5,760
-387
-6% -$20K 0.11% 107
2025
Q4 		$338K Sell
6,147
-535
-8% -$28.3K 0.12% 113
2025
Q3 		$345K Buy
6,682
+475
+8% +$23.2K 0.11% 108
2025
Q2 		$294K Sell
6,207
-1,254
-17% -$52.8K 0.12% 136
2025
Q1 		$311K Sell
7,461
-327
-4% -$14.6K 0.09% 195
2024
Q4 		$342K Sell
7,788
-446
-5% -$19.6K 0.1% 203
2024
Q3 		$327K Sell
8,234
-1,560
-16% -$62.5K 0.09% 209
2024
Q2 		$390K Sell
9,794
-2,187
-18% -$83.8K 0.11% 205
2024
Q1 		$454K Buy
11,981
+777
+7% +$26.7K 0.11% 227
2023
Q4 		$377K Sell
11,204
-1,020
-8% -$29.7K 0.09% 243
2023
Q3 		$335K Sell
12,224
-7,298
-37% -$216K 0.09% 235
2023
Q2 		$560K Buy
19,522
+1,528
+8% +$43.6K 0.15% 208
2023
Q1 		$515K Sell
17,994
-2,198
-11% -$72.6K 0.17% 177
2022
Q4 		$669K Sell
20,192
-4,959
-20% -$171K 0.24% 143
2022
Q3 		$760K Sell
25,151
-4,481
-15% -$150K 0.3% 133
2022
Q2 		$922K Buy
29,632
+6,908
+30% +$249K 0.33% 116
2022
Q1 		$937K Buy
22,724
+4,850
+27% +$219K 0.37% 66
2021
Q4 		$795K Buy
17,874
+11,264
+170% +$513K 0.19% 88
2021
Q3 		$281K Sell
6,610
-10,057
-60% -$405K 0.11% 84
2021
Q2 		$687K Buy
16,667
+835
+5% +$34.2K 0.21% 94
2021
Q1 		$613K Buy
+15,832
New +$546K 0.22% 94

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

AXS Investments's BAC Position: Q2 2026 in Review

AXS Investments reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $49.1K and leaving 4,837 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #105.

AXS Investments first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. The position peaked at $937K in Q1 2022. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • AXS Investments held 4,837 shares of Bank of America worth $276K as of Q2 2026.
  • AXS Investments sold 923 Bank of America shares in Q2 2026, an estimated $49.1K.
  • Bank of America made up 0.08% of AXS Investments's portfolio in Q2 2026, its #105 holding.
  • AXS Investments first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
  • AXS Investments's Bank of America position peaked at $937K in Q1 2022.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.