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Berman McAleer’s Bank of America BAC Stock Holding History

Berman McAleer’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 		$651K Buy
11,432
+75
+0.7% +$3.99K 0.08% 91
2026
Q1 		$554K Buy
11,357
+75
+0.7% +$3.87K 0.08% 89
2025
Q4 		$621K Sell
11,282
-2,072
-16% -$110K 0.08% 84
2025
Q3 		$689K Buy
+13,354
New +$651K 0.1% 74

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

Berman McAleer's BAC Position: Q2 2026 in Review

Berman McAleer increased its Bank of America (BAC) stake by 0.66% in Q2 2026, buying an estimated $3.99K and bringing the position to 11,432 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #91.

Berman McAleer first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $689K in Q3 2025. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Berman McAleer held 11,432 shares of Bank of America worth $651K as of Q2 2026.
  • Berman McAleer bought 75 Bank of America shares in Q2 2026, an estimated $3.99K.
  • Bank of America made up 0.08% of Berman McAleer's portfolio in Q2 2026, its #91 holding.
  • Berman McAleer first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Bank of America position peaked at $689K in Q3 2025.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.