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

Bellars 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	$467K	Buy	+8,201	New	+$436K	0.1%	76

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bellars Harris Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 8,201 shares worth $467K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings.

3,592 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Bellars Harris Wealth Management held 8,201 shares of Bank of America worth $467K as of Q2 2026.
Bank of America was a new Bellars Harris Wealth Management position in Q2 2026.
Bank of America made up 0.1% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #76 holding.
3,592 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.