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Brookwood Investment Group’s Bank of America BAC Stock Holding History

Brookwood Investment 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 		$1.6M Buy
28,054
+15,573
+125% +$828K 0.18% 120
2026
Q1 		$608K Buy
12,481
+276
+2% +$14.2K 0.08% 247
2025
Q4 		$671K Sell
12,205
-542
-4% -$28.6K 0.08% 232
2025
Q3 		$658K Sell
12,747
-8,485
-40% -$414K 0.08% 218
2025
Q2 		$1M Sell
21,232
-19,885
-48% -$837K 0.16% 133
2025
Q1 		$1.72M Buy
+41,117
New +$1.83M 0.29% 56

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

Brookwood Investment Group's BAC Position: Q2 2026 in Review

Brookwood Investment Group increased its Bank of America (BAC) stake by 125% in Q2 2026, buying an estimated $828K and bringing the position to 28,054 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #120.

Brookwood Investment Group first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q1 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Brookwood Investment Group held 28,054 shares of Bank of America worth $1.6M as of Q2 2026.
  • Brookwood Investment Group bought 15,573 Bank of America shares in Q2 2026, an estimated $828K.
  • Bank of America made up 0.18% of Brookwood Investment Group's portfolio in Q2 2026, its #120 holding.
  • Brookwood Investment Group first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Bank of America position peaked at $1.72M in Q1 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.