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Beverly Hills Private Wealth’s Bank of America BAC Stock Holding History

Beverly Hills Private Wealth’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 		$1.12M Sell
19,608
-6,317
-24% -$336K 0.21% 102
2026
Q1 		$1.26M Sell
25,925
-808
-3% -$41.7K 0.21% 114
2025
Q4 		$1.47M Sell
26,733
-781
-3% -$41.3K 0.25% 104
2025
Q3 		$1.42M Sell
27,514
-109
-0.4% -$5.32K 0.25% 106
2025
Q2 		$1.31M Sell
27,623
-1,676
-6% -$70.5K 0.25% 107
2025
Q1 		$1.22M Sell
29,299
-3
-0% -$134 0.24% 109
2024
Q4 		$1.29M Sell
29,302
-7,177
-20% -$316K 0.26% 101
2024
Q3 		$1.45M Sell
36,479
-3,023
-8% -$121K 0.29% 94
2024
Q2 		$1.57M Sell
39,502
-1,802
-4% -$69.1K 0.34% 82
2024
Q1 		$1.57M Buy
41,304
+1,999
+5% +$68.6K 0.36% 73
2023
Q4 		$1.32M Sell
39,305
-4,986
-11% -$145K 0.35% 82
2023
Q3 		$1.21M Sell
44,291
-20,030
-31% -$593K 0.36% 75
2023
Q2 		$2.01M Buy
64,321
+18,189
+39% +$519K 0.33% 76
2023
Q1 		$1.32M Buy
46,132
+18,235
+65% +$602K 0.41% 67
2022
Q4 		$924K Buy
+27,897
New +$961K 0.4% 72

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

Beverly Hills Private Wealth's BAC Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Bank of America (BAC) stake by 24% in Q2 2026, selling an estimated $336K and leaving 19,608 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #102.

Beverly Hills Private Wealth first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q2 2023. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Beverly Hills Private Wealth held 19,608 shares of Bank of America worth $1.12M as of Q2 2026.
  • Beverly Hills Private Wealth sold 6,317 Bank of America shares in Q2 2026, an estimated $336K.
  • Bank of America made up 0.21% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #102 holding.
  • Beverly Hills Private Wealth first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Bank of America position peaked at $2.01M in Q2 2023.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.