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

Cherrydale 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 		$470K Buy
8,254
+26
+0.3% +$1.38K 0.12% 50
2026
Q1 		$401K Sell
8,228
-1,268
-13% -$65.4K 0.12% 47
2025
Q4 		$522K Buy
9,496
+13
+0.1% +$687 0.16% 41
2025
Q3 		$489K Buy
9,483
+14
+0.1% +$683 0.15% 44
2025
Q2 		$448K Sell
9,469
-125
-1% -$5.26K 0.16% 45
2025
Q1 		$400K Sell
9,594
-433
-4% -$19.3K 0.16% 43
2024
Q4 		$441K Buy
10,027
+399
+4% +$17.6K 0.17% 41
2024
Q3 		$382K Buy
9,628
+10
+0.1% +$401 0.16% 43
2024
Q2 		$383K Buy
9,618
+507
+6% +$19.4K 0.17% 42
2024
Q1 		$346K Buy
9,111
+710
+8% +$24.4K 0.16% 40
2023
Q4 		$283K Buy
+8,401
New +$245K 0.15% 41
2022
Q2 		– Sell
-5,652
Closed -$232K – 35
2022
Q1 		$232K Sell
5,652
-753
-12% -$34K 0.17% 34
2021
Q4 		$285K Buy
+6,405
New +$292K 0.21% 30

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

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

Cherrydale Wealth Management increased its Bank of America (BAC) stake by 0.32% in Q2 2026, buying an estimated $1.38K and bringing the position to 8,254 shares worth $470K. The position accounts for 0.12% of the portfolio, ranked #50.

Cherrydale Wealth Management first reported a position in BAC in Q4 2021 and has held it in 13 quarters since. The position peaked at $522K in Q4 2025. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cherrydale Wealth Management held 8,254 shares of Bank of America worth $470K as of Q2 2026.
  • Cherrydale Wealth Management bought 26 Bank of America shares in Q2 2026, an estimated $1.38K.
  • Bank of America made up 0.12% of Cherrydale Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Cherrydale Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 13 quarters since.
  • Cherrydale Wealth Management's Bank of America position peaked at $522K in Q4 2025.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.