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CFO4Life Group’s Bank of America BAC Stock Holding History

CFO4Life 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 		$782K Buy
13,723
+532
+4% +$28.3K 0.11% 97
2026
Q1 		$643K Sell
13,191
-1,863
-12% -$96.1K 0.1% 102
2025
Q4 		$828K Sell
15,054
-1,371
-8% -$72.5K 0.12% 86
2025
Q3 		$847K Buy
16,425
+384
+2% +$18.7K 0.12% 85
2025
Q2 		$759K Sell
16,041
-423
-3% -$17.8K 0.12% 88
2025
Q1 		$687K Sell
16,464
-14,050
-46% -$626K 0.12% 90
2024
Q4 		$1.34M Sell
30,514
-478
-2% -$21K 0.24% 56
2024
Q3 		$1.23M Buy
30,992
+15,660
+102% +$628K 0.22% 57
2024
Q2 		$610K Buy
15,332
+1,266
+9% +$48.5K 0.11% 100
2024
Q1 		$533K Buy
14,066
+2,215
+19% +$76K 0.1% 109
2023
Q4 		$399K Sell
11,851
-1,649
-12% -$48K 0.08% 120
2023
Q3 		$370K Sell
13,500
-70
-0.5% -$2.07K 0.09% 111
2023
Q2 		$389K Buy
13,570
+2,589
+24% +$73.9K 0.08% 117
2023
Q1 		$314K Buy
10,981
+2,161
+25% +$71.3K 0.07% 123
2022
Q4 		$292K Buy
8,820
+1,733
+24% +$59.7K 0.06% 133
2022
Q3 		$214K Buy
7,087
+9
+0.1% +$301 0.06% 129
2022
Q2 		$228K Sell
7,078
-3,813
-35% -$137K 0.06% 129
2022
Q1 		$449K Buy
10,891
+617
+6% +$27.8K 0.09% 99
2021
Q4 		$457K Buy
10,274
+3,786
+58% +$172K 0.09% 101
2021
Q3 		$275K Buy
+6,488
New +$261K 0.06% 116
2020
Q1 		– Sell
-7,224
Closed -$254K – 121
2019
Q4 		$254K Sell
7,224
-413
-5% -$13.3K 0.11% 104
2019
Q3 		$223K Buy
7,637
+12
+0.2% +$345 0.1% 106
2019
Q2 		$221K Buy
7,625
+107
+1% +$3.09K 0.1% 106
2019
Q1 		$207K Buy
+7,518
New +$212K 0.1% 112

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

CFO4Life Group's BAC Position: Q2 2026 in Review

CFO4Life Group increased its Bank of America (BAC) stake by 4% in Q2 2026, buying an estimated $28.3K and bringing the position to 13,723 shares worth $782K. The position accounts for 0.11% of the portfolio, ranked #97.

CFO4Life Group first reported a position in BAC in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • CFO4Life Group held 13,723 shares of Bank of America worth $782K as of Q2 2026.
  • CFO4Life Group bought 532 Bank of America shares in Q2 2026, an estimated $28.3K.
  • Bank of America made up 0.11% of CFO4Life Group's portfolio in Q2 2026, its #97 holding.
  • CFO4Life Group first reported a position in Bank of America in Q1 2019 and has held it in 24 quarters since.
  • CFO4Life Group's Bank of America position peaked at $1.34M in Q4 2024.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.