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Blue Zone Wealth Advisors’s Bank of America BAC Stock Holding History

Blue Zone Wealth Advisors’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 		$797K Sell
13,987
-3,810
-21% -$203K 0.14% 69
2026
Q1 		$868K Buy
17,797
+12,148
+215% +$627K 0.18% 66
2025
Q4 		$311K Buy
5,649
+8
+0.1% +$423 0.06% 113
2025
Q3 		$291K Hold
5,641
– – 0.06% 109
2025
Q2 		$267K Buy
5,641
+628
+13% +$26.4K 0.07% 94
2025
Q1 		$209K Sell
5,013
-179
-3% -$7.98K 0.06% 99
2024
Q4 		$228K Buy
+5,192
New +$228K 0.07% 95

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

Blue Zone Wealth Advisors's BAC Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Bank of America (BAC) stake by 21% in Q2 2026, selling an estimated $203K and leaving 13,987 shares worth $797K. The position accounts for 0.14% of the portfolio, ranked #69.

Blue Zone Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $868K in Q1 2026. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Blue Zone Wealth Advisors held 13,987 shares of Bank of America worth $797K as of Q2 2026.
  • Blue Zone Wealth Advisors sold 3,810 Bank of America shares in Q2 2026, an estimated $203K.
  • Bank of America made up 0.14% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Blue Zone Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Blue Zone Wealth Advisors's Bank of America position peaked at $868K in Q1 2026.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.