Canvas Wealth Advisors’s Bank of America BAC Stock Holding History

Canvas Wealth 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	$710K	Buy	12,464 +102	+0.8%	+$5.42K	0.1%	108
2026 Q1	$603K	Sell	12,362 -953	-7%	-$49.2K	0.1%	110
2025 Q4	$732K	Sell	13,315 -544	-4%	-$28.8K	0.12%	85
2025 Q3	$702K	Buy	13,859 +124	+0.9%	+$6.05K	0.13%	86
2025 Q2	$662K	Sell	13,735 -137	-1%	-$5.76K	0.13%	91
2025 Q1	$532K	Sell	13,872 -137	-1%	-$6.11K	0.14%	97
2024 Q4	$616K	Sell	14,009 -117	-0.8%	-$5.15K	0.15%	89
2024 Q3	$561K	Sell	14,126 -797	-5%	-$31.9K	0.15%	83
2024 Q2	$616K	Sell	14,923 -4,355	-23%	-$167K	0.19%	68
2024 Q1	$679K	Sell	19,278 -1,261	-6%	-$43.3K	0.23%	54
2023 Q4	$674K	Sell	20,539 -355	-2%	-$10.3K	0.24%	56
2023 Q3	$550K	Sell	20,894 -758	-4%	-$22.4K	0.23%	59
2023 Q2	$707K	Sell	21,652 -1,413	-6%	-$40.3K	0.26%	58
2023 Q1	$666K	Buy	23,065 +375	+2%	+$12.4K	0.28%	58
2022 Q4	$765K	Buy	22,690 +1,375	+6%	+$47.4K	0.32%	56
2022 Q3	$761K	Sell	21,315 -337	-2%	-$11.3K	0.32%	55
2022 Q2	$674K	Sell	21,652 -3,902	-15%	-$140K	0.27%	64
2022 Q1	$949K	Sell	25,554 -3,637	-12%	-$164K	0.35%	67
2021 Q4	$1.3M	Sell	29,191 -20	-0.1%	-$911	0.47%	52
2021 Q3	$1.24M	Sell	29,211 -790	-3%	-$31.8K	0.51%	48
2021 Q2	$1.24M	Buy	30,001 +355	+1%	+$14.6K	0.55%	44
2021 Q1	$1.19M	Buy	+29,646	New	+$1.02M	0.69%	39

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

Canvas Wealth Advisors's BAC Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Bank of America (BAC) stake by 0.83% in Q2 2026, buying an estimated $5.42K and bringing the position to 12,464 shares worth $710K. The position accounts for 0.1% of the portfolio, ranked #108.

Canvas Wealth Advisors first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Canvas Wealth Advisors held 12,464 shares of Bank of America worth $710K as of Q2 2026.
Canvas Wealth Advisors bought 102 Bank of America shares in Q2 2026, an estimated $5.42K.
Bank of America made up 0.1% of Canvas Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Canvas Wealth Advisors first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
Canvas Wealth Advisors's Bank of America position peaked at $1.3M in Q4 2021.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.