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

Baron 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 		$717K Sell
12,586
-57
-0.5% -$3.03K 0.19% 75
2026
Q1 		$616K Buy
12,643
+250
+2% +$12.9K 0.18% 76
2025
Q4 		$682K Buy
12,393
+830
+7% +$43.9K 0.21% 68
2025
Q3 		$597K Buy
11,563
+82
+0.7% +$4K 0.2% 71
2025
Q2 		$543K Sell
11,481
-1,335
-10% -$56.2K 0.19% 73
2025
Q1 		$535K Sell
12,816
-742
-5% -$33.1K 0.24% 66
2024
Q4 		$596K Buy
+13,558
New +$597K 0.28% 54

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Baron Wealth Management reduced its Bank of America (BAC) stake by 0.45% in Q2 2026, selling an estimated $3.03K and leaving 12,586 shares worth $717K. The position accounts for 0.19% of the portfolio, ranked #75.

Baron Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Baron Wealth Management held 12,586 shares of Bank of America worth $717K as of Q2 2026.
  • Baron Wealth Management sold 57 Bank of America shares in Q2 2026, an estimated $3.03K.
  • Bank of America made up 0.19% of Baron Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Baron Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.