Bernardo Wealth Planning’s Bank of America BAC Stock Holding History

Bernardo Wealth Planning’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	$243K	Buy	+4,265	New	+$227K	0.04%	123
2026 Q1	–	Sell	-4,300	Closed	-$236K	–	131
2025 Q4	$236K	Buy	4,300 +112	+3%	+$5.92K	0.05%	114
2025 Q3	$216K	Buy	+4,188	New	+$204K	0.04%	117
2021 Q1	–	Sell	-13,758	Closed	-$417K	–	87
2020 Q4	$417K	Sell	13,758 -442	-3%	-$11.8K	0.16%	110
2020 Q3	$342K	Buy	+14,200	New	+$354K	0.15%	111
2020 Q1	–	Sell	-7,507	Closed	-$264K	–	136
2019 Q4	$264K	Buy	7,507 +434	+6%	+$14K	0.16%	132
2019 Q3	$206K	Sell	7,073 -1,194	-14%	-$34.3K	0.15%	148
2019 Q2	$240K	Sell	8,267 -370	-4%	-$10.7K	0.19%	121
2019 Q1	$238K	Buy	+8,637	New	+$244K	0.19%	118

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

Bernardo Wealth Planning's BAC Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in Bank of America (BAC) in Q2 2026: 4,265 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in BAC as recently as Q4 2025.

Bernardo Wealth Planning first reported a position in BAC in Q1 2019 and has held it in 9 quarters since. The position peaked at $417K in Q4 2020. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Bernardo Wealth Planning held 4,265 shares of Bank of America worth $243K as of Q2 2026.
Bank of America was a new Bernardo Wealth Planning position in Q2 2026.
Bank of America made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #123 holding.
Bernardo Wealth Planning first reported a position in Bank of America in Q1 2019 and has held it in 9 quarters since.
Bernardo Wealth Planning's Bank of America position peaked at $417K in Q4 2020.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.