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Cove Private Wealth’s Bank of America BAC Stock Holding History

Cove Private 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 		$360K Buy
6,326
+152
+2% +$8.08K 0.07% 169
2026
Q1 		$301K Buy
6,174
+45
+0.7% +$2.32K 0.07% 154
2025
Q4 		$337K Sell
6,129
-6,000
-49% -$317K 0.1% 130
2025
Q3 		$626K Hold
12,129
– – 0.2% 95
2025
Q2 		$574K Buy
12,129
+5,263
+77% +$221K 0.2% 95
2025
Q1 		$287K Buy
6,866
+243
+4% +$10.8K 0.15% 108
2024
Q4 		$291K Buy
6,623
+548
+9% +$24.1K 0.17% 92
2024
Q3 		$241K Hold
6,075
– – 0.19% 73
2024
Q2 		$242K Hold
6,075
– – 0.19% 74
2024
Q1 		$230K Hold
6,075
– – 0.2% 73
2023
Q4 		$205K Buy
+6,075
New +$177K 0.19% 75

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 $3.37T AUM 44.26% 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

Cove Private Wealth's BAC Position: Q2 2026 in Review

Cove Private Wealth increased its Bank of America (BAC) stake by 2.5% in Q2 2026, buying an estimated $8.08K and bringing the position to 6,326 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #169.

Cove Private Wealth first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $626K in Q3 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cove Private Wealth held 6,326 shares of Bank of America worth $360K as of Q2 2026.
  • Cove Private Wealth bought 152 Bank of America shares in Q2 2026, an estimated $8.08K.
  • Bank of America made up 0.07% of Cove Private Wealth's portfolio in Q2 2026, its #169 holding.
  • Cove Private Wealth first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Cove Private Wealth's Bank of America position peaked at $626K in Q3 2025.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.