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Eads & Heald Wealth Management’s Bank of America BAC Stock Holding History

Eads & Heald 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 		$204K Buy
+3,581
New +$190K 0.1% 146
2026
Q1 		– Sell
-3,861
Closed -$212K – 142
2025
Q4 		$212K Sell
3,861
-336
-8% -$17.8K 0.1% 137
2025
Q3 		$217K Sell
4,197
-510
-11% -$24.9K 0.1% 136
2025
Q2 		$223K Buy
+4,707
New +$198K 0.11% 133

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

Eads & Heald Wealth Management's BAC Position: Q2 2026 in Review

Eads & Heald Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 3,581 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings. This is a return to the name: Eads & Heald Wealth Management previously reported a position in BAC as recently as Q4 2025.

Eads & Heald Wealth Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $223K in Q2 2025. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Eads & Heald Wealth Management held 3,581 shares of Bank of America worth $204K as of Q2 2026.
  • Bank of America was a new Eads & Heald Wealth Management position in Q2 2026.
  • Bank of America made up 0.1% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Eads & Heald Wealth Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Eads & Heald Wealth Management's Bank of America position peaked at $223K in Q2 2025.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.