Drake & Associates’s Bank of America BAC Stock Holding History

Drake & Associates’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	$208K	Buy	+3,649	New	+$194K	0.04%	107
2025 Q2	–	Sell	-13,518	Closed	-$564K	–	94
2025 Q1	$564K	Buy	13,518 +2,330	+21%	+$104K	0.16%	54
2024 Q4	$530K	Sell	11,188 -960	-8%	-$42.2K	0.15%	57
2024 Q3	$482K	Buy	12,148 +1,053	+9%	+$42.2K	0.16%	53
2024 Q2	$441K	Sell	11,095 -381	-3%	-$14.6K	0.16%	49
2024 Q1	$435K	Sell	11,476 -544	-5%	-$18.7K	0.16%	49
2023 Q4	$405K	Buy	12,020 +746	+7%	+$21.7K	0.17%	50
2023 Q3	$309K	Buy	+11,274	New	+$334K	0.14%	55

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Drake & Associates's BAC Position: Q2 2026 in Review

Drake & Associates opened a new position in Bank of America (BAC) in Q2 2026: 3,649 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings. This is a return to the name: Drake & Associates previously reported a position in BAC as recently as Q1 2025.

Drake & Associates first reported a position in BAC in Q3 2023 and has held it in 8 quarters since. The position peaked at $564K in Q1 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Drake & Associates held 3,649 shares of Bank of America worth $208K as of Q2 2026.
Bank of America was a new Drake & Associates position in Q2 2026.
Bank of America made up 0.04% of Drake & Associates's portfolio in Q2 2026, its #107 holding.
Drake & Associates first reported a position in Bank of America in Q3 2023 and has held it in 8 quarters since.
Drake & Associates's Bank of America position peaked at $564K in Q1 2025.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.