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Destination Wealth Management’s Bank of America BAC Stock Holding History

Destination 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 		$4.6K Hold
200
– – ﹤0.01% 340
2026
Q1 		$3.08K Buy
+200
New +$10.3K ﹤0.01% 323

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

Destination Wealth Management's BAC Position: Q2 2026 in Review

Destination Wealth Management reduced its Bank of America (BAC) stake by 0.88% in Q2 2026, selling an estimated $9.57K and leaving 20,255 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #158.

Destination Wealth Management first reported a position in BAC in Q4 2013 and has held it in 43 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Destination Wealth Management held 20,255 shares of Bank of America worth $1.15M as of Q2 2026.
  • Destination Wealth Management sold 180 Bank of America shares in Q2 2026, an estimated $9.57K.
  • Bank of America made up 0.03% of Destination Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Destination Wealth Management first reported a position in Bank of America in Q4 2013 and has held it in 43 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.