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Disciplined Investments’s Bank of America BAC Stock Holding History

Disciplined Investments’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 		$258K Buy
4,525
+2
+0% +$106 0.08% 123
2026
Q1 		$221K Sell
4,523
-73
-2% -$3.77K 0.08% 129
2025
Q4 		$253K Buy
4,596
+2
+0% +$106 0.1% 109
2025
Q3 		$237K Buy
4,594
+2
+0% +$98 0.09% 115
2025
Q2 		$217K Buy
+4,592
New +$193K 0.09% 117
2023
Q3 		– Sell
-319
Closed -$9.15K – 241
2023
Q2 		$9.15K Buy
319
+54
+20% +$1.54K ﹤0.01% 333
2023
Q1 		$7.58K Hold
265
– – ﹤0.01% 376
2022
Q4 		$8.78K Sell
265
-153
-37% -$5.27K ﹤0.01% 332
2022
Q3 		$13K Buy
418
+225
+117% +$7.52K 0.01% 344
2022
Q2 		$6K Sell
193
-150
-44% -$5.4K ﹤0.01% 414
2022
Q1 		$14K Buy
+343
New +$15.5K 0.01% 361
2020
Q2 		– Sell
-788
Closed -$17K – 404
2020
Q1 		$17K Buy
788
+719
+1,042% +$21.6K 0.02% 228
2019
Q4 		$2K Buy
+69
New +$2.23K ﹤0.01% 375

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

Disciplined Investments's BAC Position: Q2 2026 in Review

Disciplined Investments increased its Bank of America (BAC) stake by 0.04% in Q2 2026, buying an estimated $106 and bringing the position to 4,525 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #123.

Disciplined Investments first reported a position in BAC in Q4 2019 and has held it in 13 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Disciplined Investments held 4,525 shares of Bank of America worth $258K as of Q2 2026.
  • Disciplined Investments bought 2 Bank of America shares in Q2 2026, an estimated $106.
  • Bank of America made up 0.08% of Disciplined Investments's portfolio in Q2 2026, its #123 holding.
  • Disciplined Investments first reported a position in Bank of America in Q4 2019 and has held it in 13 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.