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B.O.S.S. Retirement Advisors’s Bank of America BAC Stock Holding History

B.O.S.S. Retirement 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 		$303K Sell
5,311
-188
-3% -$10K 0.08% 127
2026
Q1 		$268K Sell
5,499
-277
-5% -$14.3K 0.08% 138
2025
Q4 		$318K Sell
5,776
-6,006
-51% -$317K 0.1% 128
2025
Q3 		$608K Buy
11,782
+5,618
+91% +$274K 0.15% 109
2025
Q2 		$292K Buy
+6,164
New +$259K 0.07% 152
2025
Q1 		– Sell
-4,936
Closed -$217K – 173
2024
Q4 		$217K Sell
4,936
-8,692
-64% -$382K 0.06% 166
2024
Q3 		$541K Buy
13,628
+1,631
+14% +$65.4K 0.11% 144
2024
Q2 		$477K Buy
11,997
+5,584
+87% +$214K 0.12% 128
2024
Q1 		$216K Sell
6,413
-3,445
-35% -$118K 0.08% 120
2023
Q4 		$332K Buy
9,858
+1,550
+19% +$45.1K 0.06% 200
2023
Q3 		$227K Sell
8,308
-149
-2% -$4.41K 0.05% 221
2023
Q2 		$243K Sell
8,457
-77,121
-90% -$2.2M 0.05% 219
2023
Q1 		$2.45M Buy
85,578
+5,053
+6% +$167K 0.58% 49
2022
Q4 		$2.67M Buy
+80,525
New +$2.77M 0.68% 38

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

B.O.S.S. Retirement Advisors's BAC Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Bank of America (BAC) stake by 3.4% in Q2 2026, selling an estimated $10K and leaving 5,311 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #127.

B.O.S.S. Retirement Advisors first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.67M in Q4 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 5,311 shares of Bank of America worth $303K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 188 Bank of America shares in Q2 2026, an estimated $10K.
  • Bank of America made up 0.08% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #127 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • B.O.S.S. Retirement Advisors's Bank of America position peaked at $2.67M in Q4 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.