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Beirne Wealth Consulting Services’s Bank of America BAC Stock Holding History

Beirne Wealth Consulting Services’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 		$618K Sell
10,839
-168
-2% -$8.94K 0.12% 57
2026
Q1 		$537K Buy
11,007
+14
+0.1% +$722 0.15% 62
2025
Q4 		$605K Sell
10,993
-7,534
-41% -$398K 0.18% 59
2025
Q3 		$956K Buy
18,527
+7,559
+69% +$369K 0.23% 65
2025
Q2 		$519K Buy
10,968
+13
+0.1% +$547 0.17% 64
2025
Q1 		$457K Buy
10,955
+1,008
+10% +$44.9K 0.16% 63
2024
Q4 		$437K Sell
9,947
-287
-3% -$12.6K 0.16% 64
2024
Q3 		$406K Sell
10,234
-584
-5% -$23.4K 0.14% 70
2024
Q2 		$430K Sell
10,818
-186
-2% -$7.13K 0.17% 64
2024
Q1 		$417K Sell
11,004
-3,699
-25% -$127K 0.18% 66
2023
Q4 		$495K Buy
14,703
+3,401
+30% +$99K 0.25% 73
2023
Q3 		$324K Hold
11,302
– – 0.26% 67
2023
Q2 		$324K Sell
11,302
-3,508
-24% -$100K 0.26% 67
2023
Q1 		$424K Buy
14,810
+809
+6% +$26.7K 0.3% 62
2022
Q4 		$464K Sell
14,001
-986
-7% -$34K 0.23% 59
2022
Q3 		$453K Sell
14,987
-174
-1% -$5.82K 0.17% 66
2022
Q2 		$472K Sell
15,161
-2,064
-12% -$74.3K 0.31% 57
2022
Q1 		$708K Sell
17,225
-2,239
-12% -$101K 0.39% 51
2021
Q4 		$863K Buy
19,464
+1,688
+9% +$76.9K 0.47% 39
2021
Q3 		$753K Buy
17,776
+21
+0.1% +$846 0.43% 41
2021
Q2 		$728K Buy
17,755
+9
+0.1% +$369 0.4% 41
2021
Q1 		$687K Sell
17,746
-5,718
-24% -$197K 0.4% 39
2020
Q4 		$711K Buy
23,464
+131
+0.6% +$3.51K 0.35% 54
2020
Q3 		$562K Sell
23,333
-86,760
-79% -$2.16M 0.33% 59
2020
Q2 		$2.62M Buy
110,093
+1,513
+1% +$35.7K 2.13% 12
2020
Q1 		$2.31M Sell
108,580
-1,149
-1% -$34.4K 2.49% 11
2019
Q4 		$3.87M Buy
109,729
+1,705
+2% +$55.1K 3.4% 7
2019
Q3 		$3.15M Buy
108,024
+10
+0% +$288 2.62% 5
2019
Q2 		$3.13M Sell
108,014
-1,581
-1% -$45.6K 2.81% 6
2019
Q1 		$3.02M Buy
109,595
+1,280
+1% +$36.2K 2.38% 4
2018
Q4 		$2.67M Buy
+108,315
New +$2.94M 2.27% 7

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Beirne Wealth Consulting Services's BAC Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $8.94K and leaving 10,839 shares worth $618K. The position accounts for 0.12% of the portfolio, ranked #57.

Beirne Wealth Consulting Services first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.87M in Q4 2019. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Beirne Wealth Consulting Services held 10,839 shares of Bank of America worth $618K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 168 Bank of America shares in Q2 2026, an estimated $8.94K.
  • Bank of America made up 0.12% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #57 holding.
  • Beirne Wealth Consulting Services first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's Bank of America position peaked at $3.87M in Q4 2019.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.