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Benjamin Edwards Inc’s Bank of America BAC Stock Holding History

Benjamin Edwards Inc’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 		$22.7M Buy
398,893
+107,905
+37% +$5.74M 0.21% 131
2026
Q1 		$14.2M Buy
290,988
+26,376
+10% +$1.36M 0.14% 165
2025
Q4 		$14.6M Buy
264,612
+143,221
+118% +$7.57M 0.16% 148
2025
Q3 		$6.26M Buy
121,391
+7,943
+7% +$388K 0.07% 258
2025
Q2 		$5.37M Buy
113,448
+21,084
+23% +$887K 0.07% 265
2025
Q1 		$3.85M Sell
92,364
-12,965
-12% -$578K 0.05% 301
2024
Q4 		$4.63M Sell
105,329
-2,819
-3% -$124K 0.07% 268
2024
Q3 		$4.29M Buy
108,148
+104,668
+3,008% +$4.19M 0.06% 288
2024
Q2 		$138K Sell
3,480
-14,206
-80% -$544K 0.03% 382
2024
Q1 		$671K Sell
17,686
-9,258
-34% -$318K 0.13% 176
2023
Q4 		$907K Sell
26,944
-28,213
-51% -$821K 0.2% 140
2023
Q3 		$1.51M Buy
55,157
+45,506
+472% +$1.35M 0.36% 78
2023
Q2 		$277K Sell
9,651
-20
-0.2% -$571 0.06% 233
2023
Q1 		$277K Buy
9,671
+1,545
+19% +$51K 0.07% 231
2022
Q4 		$269K Buy
8,126
+623
+8% +$21.5K 0.07% 232
2022
Q3 		$227K Buy
7,503
+622
+9% +$20.8K 0.07% 237
2022
Q2 		$214K Buy
6,881
+1,133
+20% +$40.8K 0.06% 256
2022
Q1 		$237K Buy
5,748
+2,837
+97% +$128K 0.07% 259
2021
Q4 		$130K Buy
2,911
+1,835
+171% +$83.6K 0.04% 313
2021
Q3 		$46K Buy
+1,076
New +$43.3K 0.03% 314
2020
Q4 		– Sell
-1,746
Closed -$42K – 372
2020
Q3 		$42K Buy
+1,746
New +$43.5K 0.03% 236

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

Benjamin Edwards Inc's BAC Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Bank of America (BAC) stake by 37% in Q2 2026, buying an estimated $5.74M and bringing the position to 398,893 shares worth $22.7M. The position accounts for 0.21% of the portfolio, ranked #131.

Benjamin Edwards Inc first reported a position in BAC in Q3 2020 and has held it in 21 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Benjamin Edwards Inc held 398,893 shares of Bank of America worth $22.7M as of Q2 2026.
  • Benjamin Edwards Inc bought 107,905 Bank of America shares in Q2 2026, an estimated $5.74M.
  • Bank of America made up 0.21% of Benjamin Edwards Inc's portfolio in Q2 2026, its #131 holding.
  • Benjamin Edwards Inc first reported a position in Bank of America in Q3 2020 and has held it in 21 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.