Cherry Tree Wealth Management’s Bank of America BAC Stock Holding History

Cherry Tree 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	$10.2K	Hold	179	–	–	﹤0.01%	442
2026 Q1	$8.73K	Hold	179	–	–	﹤0.01%	441
2025 Q4	$9.85K	Sell	179 -111	-38%	-$5.87K	﹤0.01%	427
2025 Q3	$15K	Hold	290	–	–	﹤0.01%	368
2025 Q2	$13.7K	Sell	290 -230	-44%	-$9.68K	﹤0.01%	374
2025 Q1	$21.7K	Buy	520 +125	+32%	+$5.57K	0.01%	345
2024 Q4	$17.4K	Buy	395 +13	+3%	+$572	﹤0.01%	357
2024 Q3	$15.2K	Hold	382	–	–	﹤0.01%	371
2024 Q2	$15.2K	Buy	382 +166	+77%	+$6.36K	﹤0.01%	355
2024 Q1	$8.19K	Hold	216	–	–	﹤0.01%	397
2023 Q4	$7.27K	Hold	216	–	–	﹤0.01%	394
2023 Q3	$5.92K	Hold	216	–	–	﹤0.01%	388
2023 Q2	$6.2K	Buy	+216	New	+$6.16K	﹤0.01%	382

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's BAC Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 179 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Cherry Tree Wealth Management first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.7K in Q1 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cherry Tree Wealth Management held 179 shares of Bank of America worth $10.2K as of Q2 2026.
Cherry Tree Wealth Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #442 holding.
Cherry Tree Wealth Management first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Bank of America position peaked at $21.7K in Q1 2025.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.