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Dynamic Wealth Strategies’s Bank of America BAC Stock Holding History

Dynamic Wealth Strategies’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 		$34.2K Hold
600
– – 0.02% 175
2026
Q1 		$29.3K Hold
600
– – 0.02% 184
2025
Q4 		$33K Hold
600
– – 0.02% 158
2025
Q3 		$31K Hold
600
– – 0.02% 149
2025
Q2 		$28.4K Hold
600
– – 0.02% 147
2025
Q1 		$25K Buy
+600
New +$26.7K 0.02% 167
2024
Q4 		– Sell
-600
Closed -$24K – 81
2024
Q3 		$24K Hold
600
– – 0.02% 170
2024
Q2 		$24K Hold
600
– – 0.02% 152
2024
Q1 		$23K Hold
600
– – 0.02% 156
2023
Q4 		$20.2K Buy
+600
New +$17.5K 0.02% 167

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

Dynamic Wealth Strategies's BAC Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Bank of America (BAC) position steady in Q2 2026 at 600 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #175.

Dynamic Wealth Strategies first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Dynamic Wealth Strategies held 600 shares of Bank of America worth $34.2K as of Q2 2026.
  • Dynamic Wealth Strategies left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #175 holding.
  • Dynamic Wealth Strategies first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.