Braun-Bostich & Associates’s Bank of America BAC Stock Holding History

Braun-Bostich & Associates’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	$268K	Buy	+4,704	New	+$250K	0.15%	106
2026 Q1	–	Sell	-3,880	Closed	-$213K	–	129
2025 Q4	$213K	Buy	+3,880	New	+$205K	0.13%	117
2022 Q1	–	Sell	-5,171	Closed	-$245K	–	75
2021 Q4	$245K	Buy	+5,171	New	+$236K	0.06%	95
2020 Q1	–	Sell	-412	Closed	-$15K	–	304
2019 Q4	$15K	Buy	+412	New	+$13.3K	0.01%	206
2019 Q3	–	Sell	-5,761	Closed	-$167K	–	107
2019 Q2	$167K	Buy	5,761 +2,059	+56%	+$59.4K	0.17%	105
2019 Q1	$102K	Buy	3,702 +1,310	+55%	+$37K	0.11%	156
2018 Q4	$59K	Hold	2,392	–	–	0.06%	166
2018 Q3	$70K	Hold	2,392	–	–	0.07%	161
2018 Q2	$67K	Hold	2,392	–	–	0.07%	163
2018 Q1	$72K	Hold	2,392	–	–	0.06%	149
2017 Q4	$71K	Buy	+2,392	New	+$65.9K	0.06%	156

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

Braun-Bostich & Associates's BAC Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in Bank of America (BAC) in Q2 2026: 4,704 shares worth $268K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in BAC as recently as Q4 2025.

Braun-Bostich & Associates first reported a position in BAC in Q4 2017 and has held it in 11 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Braun-Bostich & Associates held 4,704 shares of Bank of America worth $268K as of Q2 2026.
Bank of America was a new Braun-Bostich & Associates position in Q2 2026.
Bank of America made up 0.15% of Braun-Bostich & Associates's portfolio in Q2 2026, its #106 holding.
Braun-Bostich & Associates first reported a position in Bank of America in Q4 2017 and has held it in 11 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.