Center for Wealth Management Advisory’s Bank of America BAC Stock Holding History

Center for Wealth Management Advisory’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	$2.39M	Buy	+41,890	New	+$2.23M	1.5%	12

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

Center for Wealth Management Advisory's BAC Position: Q2 2026 in Review

Center for Wealth Management Advisory opened a new position in Bank of America (BAC) in Q2 2026: 41,890 shares worth $2.39M. The stake represents 1.5% of the portfolio and ranks #12 among its holdings.

3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Center for Wealth Management Advisory held 41,890 shares of Bank of America worth $2.39M as of Q2 2026.
Bank of America was a new Center for Wealth Management Advisory position in Q2 2026.
Bank of America made up 1.5% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #12 holding.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.