Constant Guidance Financial’s Bank of America BAC Stock Holding History

Constant Guidance Financial’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	$3.33M	Buy	+58,435	New	+$3.11M	2.09%	10
2026 Q1	–	Sell	-46,021	Closed	-$2.53M	–	45
2025 Q4	$2.53M	Buy	46,021 +21,738	+90%	+$1.15M	1.78%	13
2025 Q3	$1.25M	Buy	24,283 +20,831	+603%	+$1.02M	1%	17
2025 Q2	$163K	Sell	3,452 -18,350	-84%	-$772K	0.16%	36
2025 Q1	$910K	Buy	+21,802	New	+$972K	1.14%	15
2024 Q4	–	Sell	-64,748	Closed	-$2.57M	–	37
2024 Q3	$2.57M	Buy	64,748 +10,214	+19%	+$409K	2.1%	11
2024 Q2	$2.17M	Sell	54,534 -55,062	-50%	-$2.11M	2.25%	10
2024 Q1	$4.06M	Buy	109,596 +92,531	+542%	+$3.18M	3.74%	4
2023 Q4	$575K	Buy	+17,065	New	+$497K	0.59%	20

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

Constant Guidance Financial's BAC Position: Q2 2026 in Review

Constant Guidance Financial opened a new position in Bank of America (BAC) in Q2 2026: 58,435 shares worth $3.33M. The stake represents 2.09% of the portfolio and ranks #10 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in BAC as recently as Q4 2025.

Constant Guidance Financial first reported a position in BAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.06M in Q1 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Constant Guidance Financial held 58,435 shares of Bank of America worth $3.33M as of Q2 2026.
Bank of America was a new Constant Guidance Financial position in Q2 2026.
Bank of America made up 2.09% of Constant Guidance Financial's portfolio in Q2 2026, its #10 holding.
Constant Guidance Financial first reported a position in Bank of America in Q4 2023 and has held it in 9 quarters since.
Constant Guidance Financial's Bank of America position peaked at $4.06M in Q1 2024.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.