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Brown Financial Advisors’s Bank of America BAC Stock Holding History

Brown Financial Advisors’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 		$1.74M Sell
30,490
-838
-3% -$44.6K 0.61% 52
2026
Q1 		$1.53M Sell
31,328
-518
-2% -$26.7K 0.58% 56
2025
Q4 		$1.75M Sell
31,846
-1,026
-3% -$54.2K 0.64% 54
2025
Q3 		$1.7M Sell
32,872
-310
-0.9% -$15.1K 0.63% 60
2025
Q2 		$1.57M Sell
33,182
-2,038
-6% -$85.7K 0.61% 60
2025
Q1 		$1.47M Buy
35,220
+3,629
+11% +$162K 0.61% 60
2024
Q4 		$1.39M Buy
31,591
+1,124
+4% +$49.5K 0.56% 57
2024
Q3 		$1.21M Sell
30,467
-9,490
-24% -$380K 0.5% 64
2024
Q2 		$1.59M Buy
+39,957
New +$1.53M 0.71% 44

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

Brown Financial Advisors's BAC Position: Q2 2026 in Review

Brown Financial Advisors reduced its Bank of America (BAC) stake by 2.7% in Q2 2026, selling an estimated $44.6K and leaving 30,490 shares worth $1.74M. The position accounts for 0.61% of the portfolio, ranked #52.

Brown Financial Advisors first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.75M in Q4 2025. 3,603 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Brown Financial Advisors held 30,490 shares of Bank of America worth $1.74M as of Q2 2026.
  • Brown Financial Advisors sold 838 Bank of America shares in Q2 2026, an estimated $44.6K.
  • Bank of America made up 0.61% of Brown Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Brown Financial Advisors first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • Brown Financial Advisors's Bank of America position peaked at $1.75M in Q4 2025.
  • 3,603 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.