Dakota Wealth Management’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 | $22.5M | Buy |
394,512
+197,838
| +101% | +$10.5M | 0.43% | 56 |
|
|
2026
Q1 | $9.59M | Sell |
196,674
-5,409
| -3% | -$279K | 0.21% | 111 |
|
|
2025
Q4 | $11.1M | Buy |
202,083
+9,974
| +5% | +$527K | 0.2% | 97 |
|
|
2025
Q3 | $9.91M | Sell |
192,109
-48,291
| -20% | -$2.36M | 0.2% | 96 |
|
|
2025
Q2 | $11.4M | Sell |
240,400
-8,232
| -3% | -$346K | 0.24% | 87 |
|
|
2025
Q1 | $10.4M | Sell |
248,632
-4,269
| -2% | -$190K | 0.24% | 88 |
|
|
2024
Q4 | $11.1M | Sell |
252,901
-278,429
| -52% | -$12.2M | 0.26% | 85 |
|
|
2024
Q3 | $21.1M | Buy |
531,330
+341,663
| +180% | +$13.7M | 0.48% | 43 |
|
|
2024
Q2 | $7.54M | Sell |
189,667
-576
| -0.3% | -$22.1K | 0.18% | 108 |
|
|
2024
Q1 | $7.21M | Buy |
190,243
+2,306
| +1% | +$79.2K | 0.18% | 118 |
|
|
2023
Q4 | $6.33M | Sell |
187,937
-6,567
| -3% | -$191K | 0.25% | 108 |
|
|
2023
Q3 | $5.33M | Sell |
194,504
-11,887
| -6% | -$352K | 0.24% | 108 |
|
|
2023
Q2 | $5.92M | Buy |
206,391
+93,329
| +83% | +$2.66M | 0.28% | 88 |
|
|
2023
Q1 | $3.23M | Sell |
113,062
-244
| -0.2% | -$8.05K | 0.22% | 115 |
|
|
2022
Q4 | $3.75M | Buy |
113,306
+7,550
| +7% | +$260K | 0.27% | 93 |
|
|
2022
Q3 | $3.19M | Buy |
105,756
+48,126
| +84% | +$1.61M | 0.26% | 94 |
|
|
2022
Q2 | $1.79M | Buy |
57,630
+6,694
| +13% | +$241K | 0.17% | 137 |
|
|
2022
Q1 | $2.1M | Buy |
50,936
+19,139
| +60% | +$864K | 0.17% | 142 |
|
|
2021
Q4 | $1.42M | Buy |
31,797
+154
| +0.5% | +$7.02K | 0.15% | 138 |
|
|
2021
Q3 | $1.34M | Buy |
31,643
+3,465
| +12% | +$140K | 0.15% | 145 |
|
|
2021
Q2 | $1.16M | Buy |
+28,178
| New | +$1.16M | 0.14% | 143 |
|
|
2020
Q1 | – | Sell |
-12,986
| Closed | -$457K | – | 259 |
|
|
2019
Q4 | $457K | Buy |
12,986
+9
| +0.1% | +$291 | 0.07% | 202 |
|
|
2019
Q3 | $379K | Sell |
12,977
-7,210
| -36% | -$207K | 0.07% | 211 |
|
|
2019
Q2 | $586K | Sell |
20,187
-7,938
| -28% | -$229K | 0.11% | 160 |
|
|
2019
Q1 | $776K | Sell |
28,125
-7,249
| -20% | -$205K | 0.15% | 137 |
|
|
2018
Q4 | $1.04M | Sell |
35,374
-3,270
| -8% | -$88.7K | 0.23% | 88 |
|
|
2018
Q3 | $1.14M | Buy |
38,644
+1,223
| +3% | +$37.2K | 0.26% | 90 |
|
|
2018
Q2 | $1.05M | Buy |
37,421
+30,406
| +433% | +$907K | 0.29% | 78 |
|
|
2018
Q1 | $210K | Buy |
+7,015
| New | +$220K | 0.11% | 83 |
|
Other funds holding BAC
Dakota Wealth Management's BAC Position: Q2 2026 in Review
Dakota Wealth Management increased its Bank of America (BAC) stake by 101% in Q2 2026, buying an estimated $10.5M and bringing the position to 394,512 shares worth $22.5M. The position accounts for 0.43% of the portfolio, ranked #56.
Dakota Wealth Management first reported a position in BAC in Q1 2018 and has held it in 29 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Dakota Wealth Management held 394,512 shares of Bank of America worth $22.5M as of Q2 2026.
- Dakota Wealth Management bought 197,838 Bank of America shares in Q2 2026, an estimated $10.5M.
- Bank of America made up 0.43% of Dakota Wealth Management's portfolio in Q2 2026, its #56 holding.
- Dakota Wealth Management first reported a position in Bank of America in Q1 2018 and has held it in 29 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.