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

Drive 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 		$1.17M Buy
20,503
+1,416
+7% +$75.3K 0.21% 85
2026
Q1 		$930K Sell
19,087
-4,487
-19% -$232K 0.2% 91
2025
Q4 		$1.3M Buy
23,574
+4,375
+23% +$231K 0.25% 77
2025
Q3 		$990K Buy
19,199
+337
+2% +$16.4K 0.21% 86
2025
Q2 		$893K Buy
18,862
+340
+2% +$14.3K 0.2% 103
2025
Q1 		$773K Sell
18,522
-571
-3% -$25.4K 0.18% 106
2024
Q4 		$839K Buy
19,093
+476
+3% +$20.9K 0.21% 90
2024
Q3 		$739K Sell
18,617
-689
-4% -$27.6K 0.19% 96
2024
Q2 		$768K Buy
19,306
+127
+0.7% +$4.87K 0.21% 89
2024
Q1 		$727K Sell
19,179
-1,387
-7% -$47.6K 0.2% 94
2023
Q4 		$692K Buy
20,566
+3,087
+18% +$89.9K 0.22% 93
2023
Q3 		$479K Sell
17,479
-2,380
-12% -$70.4K 0.17% 113
2023
Q2 		$570K Sell
19,859
-4,540
-19% -$130K 0.21% 97
2023
Q1 		$698K Buy
24,399
+1,889
+8% +$62.4K 0.29% 87
2022
Q4 		$745K Buy
22,510
+6,745
+43% +$232K 0.37% 61
2022
Q3 		$476K Buy
15,765
+2,473
+19% +$82.7K 0.45% 60
2022
Q2 		$414K Buy
13,292
+645
+5% +$23.2K 0.38% 76
2022
Q1 		$521K Buy
12,647
+2,010
+19% +$90.7K 0.44% 57
2021
Q4 		$473K Buy
+10,637
New +$485K 0.42% 64

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

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

Drive Wealth Management increased its Bank of America (BAC) stake by 7.4% in Q2 2026, buying an estimated $75.3K and bringing the position to 20,503 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #85.

Drive Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2025. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Drive Wealth Management held 20,503 shares of Bank of America worth $1.17M as of Q2 2026.
  • Drive Wealth Management bought 1,416 Bank of America shares in Q2 2026, an estimated $75.3K.
  • Bank of America made up 0.21% of Drive Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Drive Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Bank of America position peaked at $1.3M in Q4 2025.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.