Cornerstone Wealth Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.3M | Buy |
304,350
+25,172
| +9% | +$1.34M | 1.03% | 21 |
|
|
2026
Q1 | $14.9M | Sell |
279,178
-3,294
| -1% | -$170K | 0.96% | 21 |
|
|
2025
Q4 | $15.5M | Buy |
282,472
+2,277
| +0.8% | +$120K | 1.06% | 21 |
|
|
2025
Q3 | $14.5M | Buy |
280,195
+2,862
| +1% | +$140K | 0.98% | 21 |
|
|
2025
Q2 | $13.1M | Buy |
277,333
+5,921
| +2% | +$249K | 0.98% | 20 |
|
|
2025
Q1 | $11.3M | Buy |
271,412
+17,687
| +7% | +$788K | 0.94% | 27 |
|
|
2024
Q4 | $11.2M | Sell |
253,725
-92,909
| -27% | -$4.09M | 0.91% | 25 |
|
|
2024
Q3 | $13.8M | Buy |
346,634
+1,058
| +0.3% | +$42.4K | 1.14% | 18 |
|
|
2024
Q2 | $13.7M | Buy |
345,576
+6,378
| +2% | +$244K | 1.22% | 17 |
|
|
2024
Q1 | $12.9M | Buy |
339,198
+119,093
| +54% | +$4.09M | 1.18% | 17 |
|
|
2023
Q4 | $7.41M | Buy |
220,105
+160,422
| +269% | +$4.67M | 1.06% | 22 |
|
|
2023
Q3 | $1.63M | Sell |
59,683
-1,398
| -2% | -$41.4K | 0.29% | 84 |
|
|
2023
Q2 | $1.75M | Sell |
61,081
-67,975
| -53% | -$1.94M | 0.32% | 82 |
|
|
2023
Q1 | $3.69M | Buy |
129,056
+67,172
| +109% | +$2.22M | 0.66% | 56 |
|
|
2022
Q4 | $2.05M | Sell |
61,884
-1,573
| -2% | -$54.2K | 0.39% | 75 |
|
|
2022
Q3 | $1.92M | Buy |
63,457
+3,047
| +5% | +$102K | 0.42% | 70 |
|
|
2022
Q2 | $1.88M | Sell |
60,410
-84,000
| -58% | -$3.02M | 0.39% | 75 |
|
|
2022
Q1 | $5.95M | Sell |
144,410
-74,756
| -34% | -$3.37M | 1.09% | 19 |
|
|
2021
Q4 | $9.75M | Buy |
219,166
+5,947
| +3% | +$271K | 1.67% | 16 |
|
|
2021
Q3 | $9.05M | Buy |
213,219
+157,505
| +283% | +$6.34M | 1.6% | 12 |
|
|
2021
Q2 | $2.06M | Buy |
55,714
+110
| +0.2% | +$4.51K | 0.42% | 75 |
|
|
2021
Q1 | $2.15M | Sell |
55,604
-11,438
| -17% | -$395K | 0.44% | 86 |
|
|
2020
Q4 | $2.03M | Sell |
67,042
-3,158
| -4% | -$84.6K | 0.5% | 71 |
|
|
2020
Q3 | $1.69M | Buy |
70,200
+2,055
| +3% | +$51.2K | 0.46% | 65 |
|
|
2020
Q2 | $1.62M | Buy |
68,145
+211
| +0.3% | +$4.99K | 0.41% | 63 |
|
|
2020
Q1 | $1.44M | Sell |
67,934
-4,958
| -7% | -$149K | 0.51% | 51 |
|
|
2019
Q4 | $2.57M | Buy |
+72,892
| New | +$2.36M | 0.69% | 49 |
|
|
2019
Q3 | – | Sell |
-136,998
| Closed | -$3.97M | – | 130 |
|
|
2019
Q2 | $3.97M | Buy |
136,998
+52,681
| +62% | +$1.52M | 1.07% | 19 |
|
|
2019
Q1 | $2.33M | Buy |
+84,317
| New | +$2.38M | 0.58% | 36 |
|
Other funds holding BAC
Cornerstone Wealth Group's BAC Position: Q2 2026 in Review
Cornerstone Wealth Group increased its Bank of America (BAC) stake by 9% in Q2 2026, buying an estimated $1.34M and bringing the position to 304,350 shares worth $17.3M. The position accounts for 1.03% of the portfolio, ranked #21.
Cornerstone Wealth Group first reported a position in BAC in Q1 2019 and has held it in 29 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Cornerstone Wealth Group held 304,350 shares of Bank of America worth $17.3M as of Q2 2026.
- Cornerstone Wealth Group bought 25,172 Bank of America shares in Q2 2026, an estimated $1.34M.
- Bank of America made up 1.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #21 holding.
- Cornerstone Wealth Group first reported a position in Bank of America in Q1 2019 and has held it in 29 quarters since.
- 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.