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

Dogwood 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 		$106K Buy
1,862
+396
+27% +$21.1K 0.04% 108
2026
Q1 		$71.5K Buy
1,466
+365
+33% +$18.8K 0.03% 124
2025
Q4 		$60.6K Buy
1,101
+153
+16% +$8.09K 0.03% 119
2025
Q3 		$48.9K Buy
948
+130
+16% +$6.34K 0.02% 127
2025
Q2 		$38.6K Sell
818
-15,184
-95% -$639K 0.02% 133
2025
Q1 		$668K Buy
16,002
+1,107
+7% +$49.3K 0.35% 66
2024
Q4 		$655K Buy
14,895
+2,953
+25% +$130K 0.35% 53
2024
Q3 		$474K Buy
11,942
+1,080
+10% +$43.3K 0.27% 74
2024
Q2 		$432K Buy
10,862
+1,438
+15% +$55.1K 0.27% 53
2024
Q1 		$357K Buy
9,424
+888
+10% +$30.5K 0.24% 59
2023
Q4 		$287K Buy
+8,536
New +$249K 0.22% 62

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

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

Dogwood Wealth Management increased its Bank of America (BAC) stake by 27% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,862 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #108.

Dogwood Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $668K in Q1 2025. 3,602 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Dogwood Wealth Management held 1,862 shares of Bank of America worth $106K as of Q2 2026.
  • Dogwood Wealth Management bought 396 Bank of America shares in Q2 2026, an estimated $21.1K.
  • Bank of America made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Dogwood Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Bank of America position peaked at $668K in Q1 2025.
  • 3,602 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.