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Beaird Harris Wealth Management’s Bank of America BAC Stock Holding History

Beaird Harris 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 		$176K Buy
3,082
+819
+36% +$43.6K 0.01% 149
2026
Q1 		$110K Hold
2,263
– – 0.01% 179
2025
Q4 		$124K Sell
2,263
-394
-15% -$20.8K 0.01% 170
2025
Q3 		$137K Sell
2,657
-125
-4% -$6.1K 0.01% 156
2025
Q2 		$132K Buy
2,782
+144
+5% +$6.06K 0.01% 157
2025
Q1 		$110K Buy
2,638
+33
+1% +$1.47K 0.01% 160
2024
Q4 		$114K Buy
2,605
+830
+47% +$36.5K 0.01% 162
2024
Q3 		$70.4K Sell
1,775
-1
-0.1% -$40 0.01% 204
2024
Q2 		$70.6K Buy
1,776
+119
+7% +$4.56K 0.01% 188
2024
Q1 		$62.8K Buy
1,657
+1,350
+440% +$46.3K 0.01% 185
2023
Q4 		$10.3K Buy
307
+57
+23% +$1.66K ﹤0.01% 324
2023
Q3 		$6.84K Sell
250
-106
-30% -$3.14K ﹤0.01% 292
2023
Q2 		$10.2K Hold
356
– – ﹤0.01% 266
2023
Q1 		$10.2K Sell
356
-848
-70% -$28K ﹤0.01% 270
2022
Q4 		$39.9K Buy
1,204
+550
+84% +$18.9K 0.01% 189
2022
Q3 		$20K Sell
654
-62
-9% -$2.07K ﹤0.01% 230
2022
Q2 		$22K Buy
716
+212
+42% +$7.63K 0.01% 198
2022
Q1 		$21K Sell
504
-1,787
-78% -$80.6K 0.01% 247
2021
Q4 		$102K Buy
+2,291
New +$104K 0.04% 160

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Beaird Harris Wealth Management's BAC Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Bank of America (BAC) stake by 36% in Q2 2026, buying an estimated $43.6K and bringing the position to 3,082 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #149.

Beaird Harris Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 1,000 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Beaird Harris Wealth Management held 3,082 shares of Bank of America worth $176K as of Q2 2026.
  • Beaird Harris Wealth Management bought 819 Bank of America shares in Q2 2026, an estimated $43.6K.
  • Bank of America made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Beaird Harris Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.