Core Wealth Advisors (Florida)’s Bank of America BAC Stock Holding History

Core Wealth Advisors (Florida)’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	$211K	Buy	+3,710	New	+$197K	0.04%	125
2026 Q1	–	Sell	-4,539	Closed	-$250K	–	115
2025 Q4	$250K	Buy	+4,539	New	+$240K	0.06%	82
2024 Q2	–	Sell	-994	Closed	-$37.7K	–	72
2024 Q1	$37.7K	Buy	994 +1	+0.1%	+$34	0.01%	111
2023 Q4	$33.4K	Hold	993	–	–	0.01%	108
2023 Q3	$27.2K	Buy	993 +1	+0.1%	+$30	0.01%	101
2023 Q2	$28.5K	Buy	992 +1	+0.1%	+$29	0.01%	98
2023 Q1	$28.4K	Hold	991	–	–	0.01%	97
2022 Q4	$32.8K	Buy	991 +1	+0.1%	+$34	0.01%	93
2022 Q3	$30K	Buy	990 +50	+5%	+$1.67K	0.02%	79
2022 Q2	$29K	Buy	940 +1	+0.1%	+$36	0.02%	89
2022 Q1	$39K	Hold	939	–	–	0.02%	90
2021 Q4	$42K	Buy	939 +1	+0.1%	+$46	0.03%	94
2021 Q3	$40K	Hold	938	–	–	0.03%	86
2021 Q2	$39K	Buy	938 +1	+0.1%	+$41	0.03%	78
2021 Q1	$36K	Sell	937 -248	-21%	-$8.56K	0.03%	72
2020 Q4	$36K	Hold	1,185	–	–	0.03%	66
2020 Q3	$29K	Buy	1,185 +1	+0.1%	+$25	0.03%	66
2020 Q2	$28K	Hold	1,184	–	–	0.02%	66
2020 Q1	$25K	Hold	1,184	–	–	0.02%	64
2019 Q4	$42K	Buy	+1,184	New	+$38.3K	0.02%	56

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

Core Wealth Advisors (Florida)'s BAC Position: Q2 2026 in Review

Core Wealth Advisors (Florida) opened a new position in Bank of America (BAC) in Q2 2026: 3,710 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings. This is a return to the name: Core Wealth Advisors (Florida) previously reported a position in BAC as recently as Q4 2025.

Core Wealth Advisors (Florida) first reported a position in BAC in Q4 2019 and has held it in 20 quarters since. The position peaked at $250K in Q4 2025. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Core Wealth Advisors (Florida) held 3,710 shares of Bank of America worth $211K as of Q2 2026.
Bank of America was a new Core Wealth Advisors (Florida) position in Q2 2026.
Bank of America made up 0.04% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #125 holding.
Core Wealth Advisors (Florida) first reported a position in Bank of America in Q4 2019 and has held it in 20 quarters since.
Core Wealth Advisors (Florida)'s Bank of America position peaked at $250K in Q4 2025.
3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.