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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
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
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

Boomfish Wealth Group's BAC Position: Q2 2026 in Review

Boomfish Wealth Group reduced its Bank of America (BAC) stake by 0.19% in Q2 2026, selling an estimated $3.88K and leaving 38,180 shares worth $2.18M. The position accounts for 0.99% of the portfolio, ranked #42.

Boomfish Wealth Group first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Boomfish Wealth Group held 38,180 shares of Bank of America worth $2.18M as of Q2 2026.
  • Boomfish Wealth Group sold 73 Bank of America shares in Q2 2026, an estimated $3.88K.
  • Bank of America made up 0.99% of Boomfish Wealth Group's portfolio in Q2 2026, its #42 holding.
  • Boomfish Wealth Group first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.