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Brady Family Wealth’s Bank of America BAC Stock Holding History

Brady Family Wealth’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 		$2.4M Sell
42,067
-15
-0% -$798 0.69% 42
2026
Q1 		$2.05M Sell
42,082
-19
-0% -$980 0.64% 47
2025
Q4 		$2.32M Sell
42,101
-50
-0.1% -$2.64K 0.71% 41
2025
Q3 		$2.17M Buy
42,151
+2
+0% +$98 0.67% 43
2025
Q2 		$1.99M Sell
42,149
-199
-0.5% -$8.37K 0.62% 46
2025
Q1 		$1.77M Sell
42,348
-1,509
-3% -$67.2K 0.57% 49
2024
Q4 		$1.93M Hold
43,857
– – 0.59% 49
2024
Q3 		$1.74M Buy
43,857
+1
+0% +$40 0.52% 51
2024
Q2 		$1.74M Buy
43,856
+3
+0% +$115 0.56% 49
2024
Q1 		$1.66M Buy
43,853
+1
+0% +$34 0.54% 49
2023
Q4 		$1.48M Sell
43,852
-2,618
-6% -$76.2K 0.51% 51
2023
Q3 		$1.27M Sell
46,470
-13,695
-23% -$405K 0.49% 52
2023
Q2 		$1.73M Buy
60,165
+72
+0.1% +$2.06K 0.64% 48
2023
Q1 		$1.72M Buy
60,093
+1
+0% +$33 0.68% 48
2022
Q4 		$1.99M Buy
+60,092
New +$2.07M 0.82% 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

Brady Family Wealth's BAC Position: Q2 2026 in Review

Brady Family Wealth reduced its Bank of America (BAC) stake by 0.04% in Q2 2026, selling an estimated $798 and leaving 42,067 shares worth $2.4M. The position accounts for 0.69% of the portfolio, ranked #42.

Brady Family Wealth first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Brady Family Wealth held 42,067 shares of Bank of America worth $2.4M as of Q2 2026.
  • Brady Family Wealth sold 15 Bank of America shares in Q2 2026, an estimated $798.
  • Bank of America made up 0.69% of Brady Family Wealth's portfolio in Q2 2026, its #42 holding.
  • Brady Family Wealth first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.