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Baker Tilly Wealth Management’s Bank of America BAC Stock Holding History

Baker Tilly 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 		$1.18M Buy
20,694
+1,727
+9% +$91.8K 0.25% 72
2026
Q1 		$925K Buy
18,967
+278
+1% +$14.3K 0.22% 91
2025
Q4 		$1.03M Buy
18,689
+368
+2% +$19.5K 0.25% 78
2025
Q3 		$945K Buy
18,321
+558
+3% +$27.2K 0.21% 94
2025
Q2 		$841K Sell
17,763
-724
-4% -$30.5K 0.3% 74
2025
Q1 		$771K Sell
18,487
-124
-0.7% -$5.53K 0.3% 87
2024
Q4 		$818K Buy
18,611
+572
+3% +$25.2K 0.32% 73
2024
Q3 		$716K Sell
18,039
-10,835
-38% -$434K 0.32% 80
2024
Q2 		$1.15M Sell
28,874
-42,342
-59% -$1.62M 0.47% 43
2024
Q1 		$2.7M Sell
71,216
-2,521
-3% -$86.5K 0.49% 45
2023
Q4 		$2.48M Buy
73,737
+1,160
+2% +$33.8K 0.41% 51
2023
Q3 		$1.99M Sell
72,577
-73,655
-50% -$2.18M 0.33% 67
2023
Q2 		$4.2M Buy
146,232
+27,678
+23% +$790K 0.44% 51
2023
Q1 		$3.39M Sell
118,554
-34,790
-23% -$1.15M 0.38% 60
2022
Q4 		$5.08M Buy
153,344
+9,503
+7% +$327K 0.63% 34
2022
Q3 		$4.34M Sell
143,841
-16,669
-10% -$557K 0.59% 31
2022
Q2 		$5M Buy
160,510
+25,437
+19% +$916K 0.66% 31
2022
Q1 		$5.57M Buy
135,073
+8,145
+6% +$367K 0.62% 33
2021
Q4 		$5.65M Sell
126,928
-57
-0% -$2.6K 0.61% 33
2021
Q3 		$5.39M Buy
126,985
+10,731
+9% +$432K 0.71% 18
2021
Q2 		$4.79M Buy
116,254
+39,088
+51% +$1.6M 0.77% 16
2021
Q1 		$2.99M Buy
77,166
+49,221
+176% +$1.7M 0.61% 33
2020
Q4 		$847K Buy
+27,945
New +$749K 0.26% 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 $3.37T 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

Baker Tilly Wealth Management's BAC Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Bank of America (BAC) stake by 9.1% in Q2 2026, buying an estimated $91.8K and bringing the position to 20,694 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #72.

Baker Tilly Wealth Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.65M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Baker Tilly Wealth Management held 20,694 shares of Bank of America worth $1.18M as of Q2 2026.
  • Baker Tilly Wealth Management bought 1,727 Bank of America shares in Q2 2026, an estimated $91.8K.
  • Bank of America made up 0.25% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Baker Tilly Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Bank of America position peaked at $5.65M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.