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Beckerman Institutional’s Bank of America BAC Stock Holding History

Beckerman Institutional’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 		$613K Sell
10,767
-99
-0.9% -$5.26K 0.29% 74
2026
Q1 		$530K Hold
10,866
– – 0.28% 78
2025
Q4 		$598K Hold
10,866
– – 0.34% 68
2025
Q3 		$561K Buy
10,866
+1
+0% +$49 0.33% 69
2025
Q2 		$514K Sell
10,865
-80
-0.7% -$3.37K 0.34% 67
2025
Q1 		$457K Sell
10,945
-511
-4% -$22.8K 0.33% 70
2024
Q4 		$503K Buy
11,456
+3,830
+50% +$169K 0.4% 63
2024
Q3 		$303K Buy
+7,626
New +$306K 0.26% 82

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

Beckerman Institutional's BAC Position: Q2 2026 in Review

Beckerman Institutional reduced its Bank of America (BAC) stake by 0.91% in Q2 2026, selling an estimated $5.26K and leaving 10,767 shares worth $613K. The position accounts for 0.29% of the portfolio, ranked #74.

Beckerman Institutional first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Beckerman Institutional held 10,767 shares of Bank of America worth $613K as of Q2 2026.
  • Beckerman Institutional sold 99 Bank of America shares in Q2 2026, an estimated $5.26K.
  • Bank of America made up 0.29% of Beckerman Institutional's portfolio in Q2 2026, its #74 holding.
  • Beckerman Institutional first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.