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B. Riley Wealth Advisors’s Bank of America BAC Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-34,878
Closed -$1.46M – 1063
2025
Q1 		$1.46M Buy
+34,878
New +$1.55M 0.04% 385

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. Riley Wealth Advisors's BAC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Bank of America (BAC) stake by 0.54% in Q2 2026, buying an estimated $25.8K and bringing the position to 89,919 shares worth $5.2M. The position accounts for 0.28% of the portfolio, ranked #85.

B. Riley Wealth Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.8M in Q2 2023. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • B. Riley Wealth Advisors held 89,919 shares of Bank of America worth $5.2M as of Q2 2026.
  • B. Riley Wealth Advisors bought 485 Bank of America shares in Q2 2026, an estimated $25.8K.
  • Bank of America made up 0.28% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • B. Riley Wealth Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's Bank of America position peaked at $30.8M in Q2 2023.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.