Boston Family Office’s Bank of America BAC Stock Holding History

Boston Family Office’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	$587K	Hold	10,309	–	–	0.04%	210
2026 Q1	$503K	Buy	10,309 +2,288	+29%	+$118K	0.03%	220
2025 Q4	$441K	Buy	+8,021	New	+$424K	0.03%	224
2016 Q2	–	Sell	-14,000	Closed	-$189K	–	246
2016 Q1	$189K	Buy	+14,000	New	+$189K	0.02%	235
2015 Q1	–	Sell	-12,268	Closed	-$219K	–	259
2014 Q4	$219K	Sell	12,268 -2,519	-17%	-$43.1K	0.03%	250
2014 Q3	$252K	Sell	14,787 -3,554	-19%	-$56.6K	0.03%	239
2014 Q2	$282K	Sell	18,341 -338	-2%	-$5.25K	0.04%	236
2014 Q1	$321K	Buy	18,679 +8,427	+82%	+$142K	0.04%	224
2013 Q4	$160K	Sell	10,252 -13,572	-57%	-$201K	0.02%	249
2013 Q3	$329K	Buy	23,824 +400	+2%	+$5.71K	0.05%	224
2013 Q2	$301K	Buy	+23,424	New	+$299K	0.05%	221

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Family Office's BAC Position: Q2 2026 in Review

Boston Family Office held its Bank of America (BAC) position steady in Q2 2026 at 10,309 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #210.

Boston Family Office first reported a position in BAC in Q2 2013 and has held it in 11 quarters since. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Boston Family Office held 10,309 shares of Bank of America worth $587K as of Q2 2026.
Boston Family Office left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.04% of Boston Family Office's portfolio in Q2 2026, its #210 holding.
Boston Family Office first reported a position in Bank of America in Q2 2013 and has held it in 11 quarters since.
3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.