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Axxcess Wealth Management’s Bank of America BAC Stock Holding History

Axxcess Wealth Management’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 		$14.3M Buy
+251,375
New +$13.4M 0.23% 91
2026
Q1 		– Sell
-233,354
Closed -$12.8M – 432
2025
Q4 		$12.8M Buy
233,354
+8,643
+4% +$457K 0.22% 89
2025
Q3 		$11.6M Buy
224,711
+14,300
+7% +$698K 0.25% 75
2025
Q2 		$9.96M Buy
210,411
+4,475
+2% +$188K 0.23% 84
2025
Q1 		$8.59M Sell
205,936
-1,262
-0.6% -$56.2K 0.23% 82
2024
Q4 		$9.11M Buy
207,198
+10,437
+5% +$459K 0.22% 83
2024
Q3 		$7.81M Buy
196,761
+14,407
+8% +$577K 0.19% 94
2024
Q2 		$7.25M Buy
182,354
+16,606
+10% +$636K 0.19% 95
2024
Q1 		$6.29M Buy
165,748
+22,595
+16% +$776K 0.17% 107
2023
Q4 		$4.82M Buy
143,153
+68,419
+92% +$1.99M 0.14% 130
2023
Q3 		$2.05M Buy
74,734
+49,395
+195% +$1.46M 0.07% 205
2023
Q2 		$727K Sell
25,339
-4,224
-14% -$121K 0.05% 279
2023
Q1 		$846K Sell
29,563
-12,093
-29% -$399K 0.06% 259
2022
Q4 		$1.38M Sell
41,656
-454
-1% -$15.6K 0.11% 174
2022
Q3 		$1.27M Buy
42,110
+1,645
+4% +$55K 0.12% 159
2022
Q2 		$1.26M Buy
40,465
+6,777
+20% +$244K 0.12% 159
2022
Q1 		$1.39M Buy
33,688
+11,218
+50% +$506K 0.11% 158
2021
Q4 		$1M Buy
+22,470
New +$1.02M 0.07% 215

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

Axxcess Wealth Management's BAC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 251,375 shares worth $14.3M. The stake represents 0.23% of the portfolio and ranks #91 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BAC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Axxcess Wealth Management held 251,375 shares of Bank of America worth $14.3M as of Q2 2026.
  • Bank of America was a new Axxcess Wealth Management position in Q2 2026.
  • Bank of America made up 0.23% of Axxcess Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Axxcess Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.