Boomfish Wealth Group’s Bank of America BAC Stock Holding History

Boomfish Wealth Group’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 Q3	$2.07M	Sell	38,049 -131	-0.3%	-$7.98K	0.9%	45
2026 Q2	$2.18M	Sell	38,180 -73	-0.2%	-$3.88K	0.99%	42
2026 Q1	$1.86M	Buy	38,253 +513	+1%	+$26.5K	1%	49
2025 Q4	$2.08M	Sell	37,740 -1,797	-5%	-$95K	1.11%	40
2025 Q3	$2.04M	Sell	39,537 -507	-1%	-$24.7K	1.1%	40
2025 Q2	$1.89M	Buy	40,044 +1,742	+5%	+$73.3K	1.09%	39
2025 Q1	$1.6M	Buy	38,302 +788	+2%	+$35.1K	1.04%	48
2024 Q4	$1.65M	Sell	37,514 -454	-1%	-$20K	1%	41
2024 Q3	$1.51M	Sell	37,968 -90	-0.2%	-$3.61K	0.92%	46
2024 Q2	$1.51M	Buy	38,058 +376	+1%	+$14.4K	0.98%	39
2024 Q1	$1.43M	Sell	37,682 -754	-2%	-$25.9K	0.96%	41
2023 Q4	$1.29M	Buy	+38,436	New	+$1.12M	0.93%	45

Other funds holding BAC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Boomfish Wealth Group's BAC Position: Q3 2026 in Review

Boomfish Wealth Group reduced its Bank of America (BAC) stake by 0.34% in Q3 2026, selling an estimated $7.98K and leaving 38,049 shares worth $2.07M. The position accounts for 0.9% of the portfolio, ranked #45.

Boomfish Wealth Group first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Boomfish Wealth Group held 38,049 shares of Bank of America worth $2.07M as of Q3 2026.
Boomfish Wealth Group sold 131 Bank of America shares in Q3 2026, an estimated $7.98K.
Bank of America made up 0.9% of Boomfish Wealth Group's portfolio in Q3 2026, its #45 holding.
Boomfish Wealth Group first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's Bank of America position peaked at $2.18M in Q2 2026.
3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.