Bedel Financial Consulting’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $938K | Buy |
16,456
+184
| +1% | +$9.79K | 0.09% | 119 |
|
|
2026
Q1 | $793K | Buy |
16,272
+68
| +0.4% | +$3.51K | 0.09% | 124 |
|
|
2025
Q4 | $891K | Buy |
16,204
+2,325
| +17% | +$123K | 0.1% | 115 |
|
|
2025
Q3 | $716K | Buy |
13,879
+272
| +2% | +$13.3K | 0.09% | 123 |
|
|
2025
Q2 | $644K | Buy |
13,607
+167
| +1% | +$7.03K | 0.09% | 128 |
|
|
2025
Q1 | $549K | Sell |
13,440
-18
| -0.1% | -$802 | 0.08% | 135 |
|
|
2024
Q4 | $634K | Buy |
13,458
+600
| +5% | +$26.4K | 0.09% | 130 |
|
|
2024
Q3 | $510K | Sell |
12,858
-25
| -0.2% | -$1K | 0.07% | 141 |
|
|
2024
Q2 | $512K | Sell |
12,883
-1,531
| -11% | -$58.7K | 0.08% | 134 |
|
|
2024
Q1 | $547K | Buy |
14,414
+392
| +3% | +$13.5K | 0.09% | 127 |
|
|
2023
Q4 | $472K | Buy |
14,022
+60
| +0.4% | +$1.75K | 0.09% | 133 |
|
|
2023
Q3 | $382K | Buy |
13,962
+995
| +8% | +$29.4K | 0.08% | 147 |
|
|
2023
Q2 | $372K | Buy |
12,967
+59
| +0.5% | +$1.68K | 0.08% | 153 |
|
|
2023
Q1 | $369K | Buy |
12,908
+73
| +0.6% | +$2.41K | 0.09% | 143 |
|
|
2022
Q4 | $425K | Sell |
12,835
-63
| -0.5% | -$2.17K | 0.11% | 125 |
|
|
2022
Q3 | $477K | Sell |
12,898
-789
| -6% | -$26.4K | 0.13% | 112 |
|
|
2022
Q2 | $426K | Sell |
13,687
-318
| -2% | -$11.4K | 0.12% | 116 |
|
|
2022
Q1 | $577K | Sell |
14,005
-1,541
| -10% | -$69.5K | 0.18% | 75 |
|
|
2021
Q4 | $692K | Buy |
15,546
+998
| +7% | +$45.5K | 0.22% | 65 |
|
|
2021
Q3 | $618K | Buy |
14,548
+15
| +0.1% | +$604 | 0.21% | 72 |
|
|
2021
Q2 | $599K | Buy |
14,533
+2,444
| +20% | +$100K | 0.21% | 71 |
|
|
2021
Q1 | $468K | Buy |
12,089
+755
| +7% | +$26.1K | 0.18% | 93 |
|
|
2020
Q4 | $344K | Buy |
11,334
+241
| +2% | +$6.46K | 0.15% | 101 |
|
|
2020
Q3 | $267K | Buy |
11,093
+17
| +0.2% | +$423 | 0.13% | 110 |
|
|
2020
Q2 | $263K | Sell |
11,076
-11
| -0.1% | -$260 | 0.14% | 102 |
|
|
2020
Q1 | $235K | Buy |
11,087
+5,385
| +94% | +$161K | 0.16% | 100 |
|
|
2019
Q4 | $201K | Sell |
5,702
-234
| -4% | -$7.56K | 0.11% | 141 |
|
|
2019
Q3 | $173K | Sell |
5,936
-1,394
| -19% | -$40.1K | 0.1% | 152 |
|
|
2019
Q2 | $213K | Buy |
7,330
+6
| +0.1% | +$173 | 0.13% | 127 |
|
|
2019
Q1 | $202K | Buy |
7,324
+5
| +0.1% | +$141 | 0.13% | 129 |
|
|
2018
Q4 | $180K | Buy |
7,319
+1,406
| +24% | +$38.1K | 0.13% | 127 |
|
|
2018
Q3 | $168K | Buy |
5,913
+1,005
| +20% | +$30.6K | 0.11% | 152 |
|
|
2018
Q2 | $138K | Sell |
4,908
-4,532
| -48% | -$135K | 0.1% | 165 |
|
|
2018
Q1 | $283K | Buy |
9,440
+3
| +0% | +$94 | 0.22% | 104 |
|
|
2017
Q4 | $279K | Buy |
+9,437
| New | +$260K | 0.25% | 100 |
|
Other funds holding BAC
Bedel Financial Consulting's BAC Position: Q2 2026 in Review
Bedel Financial Consulting increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $9.79K and bringing the position to 16,456 shares worth $938K. The position accounts for 0.09% of the portfolio, ranked #119.
Bedel Financial Consulting first reported a position in BAC in Q4 2017 and has held it in 35 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Bedel Financial Consulting held 16,456 shares of Bank of America worth $938K as of Q2 2026.
- Bedel Financial Consulting bought 184 Bank of America shares in Q2 2026, an estimated $9.79K.
- Bank of America made up 0.09% of Bedel Financial Consulting's portfolio in Q2 2026, its #119 holding.
- Bedel Financial Consulting first reported a position in Bank of America in Q4 2017 and has held it in 35 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.