Centerpoint Advisory Group’s Bank of America BAC Stock Holding History

Centerpoint Advisory Group’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	$517K	Sell	9,070 -138	-1%	-$7.34K	0.33%	64
2026 Q1	$449K	Hold	9,208	–	–	0.34%	61
2025 Q4	$506K	Hold	9,208	–	–	0.39%	57
2025 Q3	$475K	Hold	9,208	–	–	0.37%	60
2025 Q2	$436K	Buy	9,208 +636	+7%	+$26.8K	0.38%	60
2025 Q1	$358K	Sell	8,572 -278	-3%	-$12.4K	0.35%	66
2024 Q4	$389K	Buy	+8,850	New	+$389K	0.38%	57

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

Centerpoint Advisory Group's BAC Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $7.34K and leaving 9,070 shares worth $517K. The position accounts for 0.33% of the portfolio, ranked #64.

Centerpoint Advisory Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Centerpoint Advisory Group held 9,070 shares of Bank of America worth $517K as of Q2 2026.
Centerpoint Advisory Group sold 138 Bank of America shares in Q2 2026, an estimated $7.34K.
Bank of America made up 0.33% of Centerpoint Advisory Group's portfolio in Q2 2026, its #64 holding.
Centerpoint Advisory Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.