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Correct Capital Wealth Management’s Bank of America BAC Stock Holding History

Correct Capital Wealth Management’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 		$378K Sell
6,642
-94
-1% -$5K 0.07% 84
2026
Q1 		$328K Sell
6,736
-40
-0.6% -$2.06K 0.06% 88
2025
Q4 		$373K Hold
6,776
– – 0.07% 82
2025
Q3 		$350K Buy
6,776
+508
+8% +$24.8K 0.06% 95
2025
Q2 		$297K Hold
6,268
– – 0.04% 97
2025
Q1 		$262K Sell
6,268
-28
-0.4% -$1.25K 0.04% 99
2024
Q4 		$277K Buy
6,296
+28
+0.4% +$1.23K 0.06% 99
2024
Q3 		$249K Sell
6,268
-1,207
-16% -$48.4K 0.06% 105
2024
Q2 		$297K Buy
7,475
+16
+0.2% +$613 0.07% 96
2024
Q1 		$283K Hold
7,459
– – 0.07% 112
2023
Q4 		$251K Buy
+7,459
New +$217K 0.06% 107

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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's BAC Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Bank of America (BAC) stake by 1.4% in Q2 2026, selling an estimated $5K and leaving 6,642 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #84.

Correct Capital Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Correct Capital Wealth Management held 6,642 shares of Bank of America worth $378K as of Q2 2026.
  • Correct Capital Wealth Management sold 94 Bank of America shares in Q2 2026, an estimated $5K.
  • Bank of America made up 0.07% of Correct Capital Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Correct Capital Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.