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Bruce G. Allen Investments’s Bank of America BAC Stock Holding History

Bruce G. Allen Investments’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 		$487K Sell
8,549
-256
-3% -$13.6K 0.31% 41
2026
Q1 		$429K Sell
8,805
-1,040
-11% -$53.7K 0.28% 43
2025
Q4 		$542K Sell
9,845
-879
-8% -$46.5K 0.37% 34
2025
Q3 		$553K Buy
10,724
+312
+3% +$15.2K 0.4% 31
2025
Q2 		$493K Buy
10,412
+789
+8% +$33.2K 0.37% 31
2025
Q1 		$402K Sell
9,623
-231
-2% -$10.3K 0.32% 39
2024
Q4 		$433K Buy
9,854
+619
+7% +$27.2K 0.35% 38
2024
Q3 		$366K Sell
9,235
-46
-0.5% -$1.84K 0.28% 46
2024
Q2 		$369K Sell
9,281
-808
-8% -$31K 0.31% 45
2024
Q1 		$383K Sell
10,089
-194
-2% -$6.66K 0.31% 45
2023
Q4 		$346K Buy
+10,283
New +$299K 0.32% 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

Bruce G. Allen Investments's BAC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Bank of America (BAC) stake by 2.9% in Q2 2026, selling an estimated $13.6K and leaving 8,549 shares worth $487K. The position accounts for 0.31% of the portfolio, ranked #41.

Bruce G. Allen Investments first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $553K in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Bruce G. Allen Investments held 8,549 shares of Bank of America worth $487K as of Q2 2026.
  • Bruce G. Allen Investments sold 256 Bank of America shares in Q2 2026, an estimated $13.6K.
  • Bank of America made up 0.31% of Bruce G. Allen Investments's portfolio in Q2 2026, its #41 holding.
  • Bruce G. Allen Investments first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Bank of America position peaked at $553K in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.