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Consilio Wealth Advisors’s Bank of America BAC Stock Holding History

Consilio Wealth Advisors’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 		$513K Buy
9,000
+65
+0.7% +$3.46K 0.12% 56
2026
Q1 		$436K Sell
8,935
-457
-5% -$23.6K 0.13% 51
2025
Q4 		$517K Buy
9,392
+182
+2% +$9.62K 0.15% 49
2025
Q3 		$475K Buy
9,210
+540
+6% +$26.3K 0.16% 48
2025
Q2 		$409K Sell
8,670
-135
-2% -$5.68K 0.15% 46
2025
Q1 		$367K Buy
8,805
+285
+3% +$12.7K 0.15% 45
2024
Q4 		$374K Sell
8,520
-311
-4% -$13.7K 0.15% 43
2024
Q3 		$350K Buy
8,831
+1,009
+13% +$40.4K 0.14% 45
2024
Q2 		$310K Buy
7,822
+461
+6% +$17.7K 0.14% 43
2024
Q1 		$279K Buy
+7,361
New +$253K 0.13% 51

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

Consilio Wealth Advisors's BAC Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Bank of America (BAC) stake by 0.73% in Q2 2026, buying an estimated $3.46K and bringing the position to 9,000 shares worth $513K. The position accounts for 0.12% of the portfolio, ranked #56.

Consilio Wealth Advisors first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $517K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Consilio Wealth Advisors held 9,000 shares of Bank of America worth $513K as of Q2 2026.
  • Consilio Wealth Advisors bought 65 Bank of America shares in Q2 2026, an estimated $3.46K.
  • Bank of America made up 0.12% of Consilio Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Consilio Wealth Advisors first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • Consilio Wealth Advisors's Bank of America position peaked at $517K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.