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Curio Wealth’s Bank of America BAC Stock Holding History

Curio 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 		– Sell
-1,439
Closed -$70.2K – 176
2026
Q1 		$70.2K Sell
1,439
-250
-15% -$12.9K 0.02% 114
2025
Q4 		$95K Buy
1,689
+1,685
+42,125% +$89.1K 0.03% 105
2025
Q3 		$206 Sell
4
-2,057
-100% -$100K ﹤0.01% 268
2025
Q2 		$97.5K Buy
2,061
+2,059
+102,950% +$86.6K 0.04% 100
2025
Q1 		$90.6K Buy
+2
New +$89 0.05% 102

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

Curio Wealth's BAC Position: Q2 2026 in Review

Curio Wealth sold out of Bank of America (BAC) in Q2 2026, closing a stake of 1,439 shares — an estimated $70.2K sold.

Curio Wealth first reported a position in BAC in Q1 2025 and held it in 5 quarters. The position peaked at $97.5K in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Curio Wealth reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1,439 Bank of America shares in Q2 2026, an estimated $70.2K.
  • Curio Wealth first reported a position in Bank of America in Q1 2025 and held it in 5 quarters.
  • Curio Wealth's Bank of America position peaked at $97.5K in Q2 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.