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Cahaba Wealth Management’s Bank of America BAC Stock Holding History

Cahaba Wealth Management’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 		$612K Buy
10,734
+26
+0.2% +$1.38K 0.04% 90
2026
Q1 		$522K Buy
10,708
+124
+1% +$6.4K 0.04% 93
2025
Q4 		$582K Buy
10,584
+57
+0.5% +$3.01K 0.04% 84
2025
Q3 		$543K Buy
10,527
+31
+0.3% +$1.51K 0.04% 90
2025
Q2 		$497K Sell
10,496
-1,194
-10% -$50.2K 0.04% 94
2025
Q1 		$488K Sell
11,690
-259
-2% -$11.5K 0.04% 92
2024
Q4 		$525K Buy
11,949
+24
+0.2% +$1.06K 0.04% 87
2024
Q3 		$473K Buy
11,925
+26
+0.2% +$1.04K 0.04% 92
2024
Q2 		$473K Sell
11,899
-580
-5% -$22.2K 0.04% 91
2024
Q1 		$473K Buy
12,479
+669
+6% +$23K 0.04% 89
2023
Q4 		$398K Sell
11,810
-2,901
-20% -$84.5K 0.04% 91
2023
Q3 		$403K Sell
14,711
-726
-5% -$21.5K 0.04% 89
2023
Q2 		$443K Buy
15,437
+744
+5% +$21.2K 0.05% 85
2023
Q1 		$420K Buy
14,693
+3,217
+28% +$106K 0.05% 89
2022
Q4 		$380K Sell
11,476
-7,519
-40% -$259K 0.05% 94
2022
Q3 		$573K Sell
18,995
-1,445
-7% -$48.3K 0.08% 67
2022
Q2 		$636K Sell
20,440
-1,121
-5% -$40.4K 0.09% 60
2022
Q1 		$769K Sell
21,561
-523
-2% -$23.6K 0.11% 57
2021
Q4 		$983K Buy
22,084
+171
+0.8% +$7.79K 0.13% 50
2021
Q3 		$930K Buy
+21,913
New +$883K 0.14% 48

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

Cahaba Wealth Management's BAC Position: Q2 2026 in Review

Cahaba Wealth Management increased its Bank of America (BAC) stake by 0.24% in Q2 2026, buying an estimated $1.38K and bringing the position to 10,734 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #90.

Cahaba Wealth Management first reported a position in BAC in Q3 2021 and has held it in 20 quarters since. The position peaked at $983K in Q4 2021. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cahaba Wealth Management held 10,734 shares of Bank of America worth $612K as of Q2 2026.
  • Cahaba Wealth Management bought 26 Bank of America shares in Q2 2026, an estimated $1.38K.
  • Bank of America made up 0.04% of Cahaba Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Cahaba Wealth Management first reported a position in Bank of America in Q3 2021 and has held it in 20 quarters since.
  • Cahaba Wealth Management's Bank of America position peaked at $983K in Q4 2021.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.