Buck Wealth Strategies’s Bank of America BAC Stock Holding History

Buck Wealth Strategies’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	$208K	Buy	+3,650	New	+$194K	0.02%	208
2026 Q1	–	Sell	-3,854	Closed	-$212K	–	169
2025 Q4	$212K	Sell	3,854 -102	-3%	-$5.39K	0.03%	167
2025 Q3	$204K	Buy	+3,956	New	+$193K	0.03%	167
2023 Q4	–	Sell	-300	Closed	-$8.21K	–	93
2023 Q3	$8.21K	Buy	300 +1	+0.3%	+$30	﹤0.01%	210
2023 Q2	$8.58K	Hold	299	–	–	﹤0.01%	156
2023 Q1	$8.54K	Buy	+299	New	+$9.87K	﹤0.01%	115

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

Buck Wealth Strategies's BAC Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Bank of America (BAC) in Q2 2026: 3,650 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in BAC as recently as Q4 2025.

Buck Wealth Strategies first reported a position in BAC in Q1 2023 and has held it in 6 quarters since. The position peaked at $212K in Q4 2025. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Buck Wealth Strategies held 3,650 shares of Bank of America worth $208K as of Q2 2026.
Bank of America was a new Buck Wealth Strategies position in Q2 2026.
Bank of America made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #208 holding.
Buck Wealth Strategies first reported a position in Bank of America in Q1 2023 and has held it in 6 quarters since.
Buck Wealth Strategies's Bank of America position peaked at $212K in Q4 2025.
3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.