Cornerstone Wealth’s Bank of America BAC Stock Holding History

Cornerstone Wealth’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	$493K	Hold	8,012	–	–	0.25%	58
2026 Q1	$422K	Buy	+8,012	New	+$413K	0.24%	62

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

Cornerstone Wealth's BAC Position: Q2 2026 in Review

Cornerstone Wealth held its Bank of America (BAC) position steady in Q2 2026 at 8,012 shares worth $493K. The position accounts for 0.25% of the portfolio, ranked #58.

Cornerstone Wealth first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cornerstone Wealth held 8,012 shares of Bank of America worth $493K as of Q2 2026.
Cornerstone Wealth left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.25% of Cornerstone Wealth's portfolio in Q2 2026, its #58 holding.
Cornerstone Wealth first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.