BigSur Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.81M | Hold |
31,850
| – | – | 0.44% | 64 |
|
|
2026
Q1 | $1.55M | Sell |
31,850
-9,000
| -22% | -$464K | 0.44% | 68 |
|
|
2025
Q4 | $2.25M | Hold |
40,850
| – | – | 0.55% | 53 |
|
|
2025
Q3 | $2.11M | Hold |
40,850
| – | – | 0.52% | 53 |
|
|
2025
Q2 | $1.93M | Hold |
40,850
| – | – | 0.49% | 55 |
|
|
2025
Q1 | $1.7M | Hold |
40,850
| – | – | 0.46% | 58 |
|
|
2024
Q4 | $1.8M | Hold |
40,850
| – | – | 0.51% | 54 |
|
|
2024
Q3 | $1.62M | Hold |
40,850
| – | – | 0.45% | 61 |
|
|
2024
Q2 | $1.62M | Hold |
40,850
| – | – | 0.5% | 58 |
|
|
2024
Q1 | $1.55M | Buy |
40,850
+26,850
| +192% | +$922K | 0.49% | 59 |
|
|
2023
Q4 | $471K | Sell |
14,000
-2,250
| -14% | -$65.5K | 0.22% | 82 |
|
|
2023
Q3 | $445K | Hold |
16,250
| – | – | 0.22% | 83 |
|
|
2023
Q2 | $466K | Sell |
16,250
-500
| -3% | -$14.3K | 0.22% | 85 |
|
|
2023
Q1 | $479K | Hold |
16,750
| – | – | 0.22% | 85 |
|
|
2022
Q4 | $555K | Hold |
16,750
| – | – | 0.27% | 80 |
|
|
2022
Q3 | $506K | Sell |
16,750
-85
| -0.5% | -$2.84K | 0.26% | 80 |
|
|
2022
Q2 | $524K | Hold |
16,835
| – | – | 0.25% | 80 |
|
|
2022
Q1 | $694K | Buy |
16,835
+85
| +0.5% | +$3.83K | 0.27% | 77 |
|
|
2021
Q4 | $745K | Hold |
16,750
| – | – | 0.29% | 74 |
|
|
2021
Q3 | $711K | Hold |
16,750
| – | – | 0.32% | 73 |
|
|
2021
Q2 | $691K | Hold |
16,750
| – | – | 0.31% | 73 |
|
|
2021
Q1 | $648K | Sell |
16,750
-2,000
| -11% | -$69K | 0.33% | 69 |
|
|
2020
Q4 | $568K | Sell |
18,750
-500
| -3% | -$13.4K | 0.32% | 68 |
|
|
2020
Q3 | $464K | Buy |
19,250
+6,250
| +48% | +$156K | 0.3% | 68 |
|
|
2020
Q2 | $309K | Sell |
13,000
-5,000
| -28% | -$118K | 0.22% | 77 |
|
|
2020
Q1 | $382K | Sell |
18,000
-1,250
| -6% | -$37.5K | 0.29% | 69 |
|
|
2019
Q4 | $678K | Hold |
19,250
| – | – | 0.38% | 53 |
|
|
2019
Q3 | $562K | Hold |
19,250
| – | – | 0.38% | 58 |
|
|
2019
Q2 | $566K | Hold |
19,250
| – | – | 0.39% | 54 |
|
|
2019
Q1 | $531K | Hold |
19,250
| – | – | 0.35% | 58 |
|
|
2018
Q4 | $474K | Hold |
19,250
| – | – | 0.34% | 58 |
|
|
2018
Q3 | $567K | Sell |
19,250
-3,400
| -15% | -$104K | 0.35% | 49 |
|
|
2018
Q2 | $639K | Buy |
22,650
+4,500
| +25% | +$134K | 0.47% | 41 |
|
|
2018
Q1 | $545K | Buy |
18,150
+3,900
| +27% | +$123K | 0.39% | 51 |
|
|
2017
Q4 | $421K | Hold |
14,250
| – | – | 0.42% | 54 |
|
|
2017
Q3 | $361K | Hold |
14,250
| – | – | 0.36% | 62 |
|
|
2017
Q2 | $356K | Hold |
14,250
| – | – | 0.36% | 62 |
|
|
2017
Q1 | $342K | Sell |
14,250
-5,064
| -26% | -$120K | 0.37% | 60 |
|
|
2016
Q4 | $427K | Buy |
+19,314
| New | +$372K | 0.57% | 49 |
|
Other funds holding BAC
LMFP
FWIA
ATO
AAIS
CRM
BigSur Wealth Management's BAC Position: Q2 2026 in Review
BigSur Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 31,850 shares worth $1.81M. The position accounts for 0.44% of the portfolio, ranked #64.
BigSur Wealth Management first reported a position in BAC in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.25M in Q4 2025. 1,059 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- BigSur Wealth Management held 31,850 shares of Bank of America worth $1.81M as of Q2 2026.
- BigSur Wealth Management left its Bank of America share count unchanged in Q2 2026.
- Bank of America made up 0.44% of BigSur Wealth Management's portfolio in Q2 2026, its #64 holding.
- BigSur Wealth Management first reported a position in Bank of America in Q4 2016 and has held it in 39 quarters since.
- BigSur Wealth Management's Bank of America position peaked at $2.25M in Q4 2025.
- 1,059 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.