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BOS Asset Management’s Bank of America BAC Stock Holding History

BOS Asset Management’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 		$541K Buy
9,494
+2
+0% +$106 0.13% 120
2026
Q1 		$463K Sell
9,492
-247
-3% -$12.7K 0.12% 131
2025
Q4 		$536K Buy
9,739
+3
+0% +$159 0.14% 112
2025
Q3 		$502K Buy
9,736
+4
+0% +$195 0.14% 117
2025
Q2 		$461K Buy
9,732
+4
+0% +$168 0.15% 108
2025
Q1 		$406K Buy
9,728
+4
+0% +$178 0.14% 108
2024
Q4 		$427K Sell
9,724
-79
-0.8% -$3.48K 0.15% 100
2024
Q3 		$389K Sell
9,803
-1,102
-10% -$44.2K 0.14% 99
2024
Q2 		$434K Sell
10,905
-242
-2% -$9.27K 0.2% 88
2024
Q1 		$423K Buy
11,147
+930
+9% +$31.9K 0.22% 76
2023
Q4 		$344K Sell
10,217
-2,000
-16% -$58.2K 0.24% 92
2023
Q3 		$335K Hold
12,217
– – 0.25% 91
2023
Q2 		$351K Buy
12,217
+1,033
+9% +$29.5K 0.27% 78
2023
Q1 		$320K Sell
11,184
-864
-7% -$28.5K 0.27% 84
2022
Q4 		$399K Buy
+12,048
New +$415K 0.36% 74

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

BOS Asset Management's BAC Position: Q2 2026 in Review

BOS Asset Management increased its Bank of America (BAC) stake by 0.02% in Q2 2026, buying an estimated $106 and bringing the position to 9,494 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #120.

BOS Asset Management first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • BOS Asset Management held 9,494 shares of Bank of America worth $541K as of Q2 2026.
  • BOS Asset Management bought 2 Bank of America shares in Q2 2026, an estimated $106.
  • Bank of America made up 0.13% of BOS Asset Management's portfolio in Q2 2026, its #120 holding.
  • BOS Asset Management first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.