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

CCG 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 		$475K Buy
8,331
+232
+3% +$12.3K 0.11% 94
2026
Q1 		$395K Buy
8,099
+3,422
+73% +$177K 0.11% 97
2025
Q4 		$257K Sell
4,677
-1,923
-29% -$102K 0.11% 89
2025
Q3 		$340K Buy
6,600
+545
+9% +$26.6K 0.16% 63
2025
Q2 		$287K Buy
+6,055
New +$255K 0.15% 62
2023
Q1 		– Sell
-9,665
Closed -$320K – 71
2022
Q4 		$320K Buy
9,665
+428
+5% +$14.7K 0.18% 60
2022
Q3 		$279K Sell
9,237
-731
-7% -$24.4K 0.17% 64
2022
Q2 		$310K Buy
9,968
+555
+6% +$20K 0.17% 64
2022
Q1 		$388K Buy
9,413
+3,320
+54% +$150K 0.19% 68
2021
Q4 		$271K Hold
6,093
– – 0.14% 66
2021
Q3 		$259K Hold
6,093
– – 0.15% 80
2021
Q2 		$251K Buy
6,093
+153
+3% +$6.27K 0.2% 57
2021
Q1 		$230K Sell
5,940
-3,385
-36% -$117K 0.23% 60
2020
Q4 		$283K Buy
+9,325
New +$250K 0.3% 53
2020
Q1 		– Sell
-6,352
Closed -$224K – 66
2019
Q4 		$224K Buy
+6,352
New +$205K 0.14% 88

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

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

CCG Wealth Management increased its Bank of America (BAC) stake by 2.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 8,331 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #94.

CCG Wealth Management first reported a position in BAC in Q4 2019 and has held it in 15 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • CCG Wealth Management held 8,331 shares of Bank of America worth $475K as of Q2 2026.
  • CCG Wealth Management bought 232 Bank of America shares in Q2 2026, an estimated $12.3K.
  • Bank of America made up 0.11% of CCG Wealth Management's portfolio in Q2 2026, its #94 holding.
  • CCG Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 15 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.