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

Eagle 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 		$512K Buy
8,977
+21
+0.2% +$1.12K 0.2% 54
2026
Q1 		$437K Sell
8,956
-190
-2% -$9.8K 0.19% 58
2025
Q4 		$503K Sell
9,146
-276
-3% -$14.6K 0.23% 47
2025
Q3 		$486K Buy
9,422
+59
+0.6% +$2.88K 0.24% 47
2025
Q2 		$443K Buy
9,363
+290
+3% +$12.2K 0.25% 49
2025
Q1 		$379K Buy
9,073
+100
+1% +$4.46K 0.23% 53
2024
Q4 		$394K Buy
8,973
+129
+1% +$5.68K 0.29% 51
2024
Q3 		$351K Sell
8,844
-209
-2% -$8.38K 0.26% 61
2024
Q2 		$360K Sell
9,053
-377
-4% -$14.4K 0.29% 56
2024
Q1 		$354K Sell
9,430
-169
-2% -$5.8K 0.29% 58
2023
Q4 		$323K Buy
+9,599
New +$279K 0.19% 65

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

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

Eagle Wealth Strategies increased its Bank of America (BAC) stake by 0.23% in Q2 2026, buying an estimated $1.12K and bringing the position to 8,977 shares worth $512K. The position accounts for 0.2% of the portfolio, ranked #54.

Eagle Wealth Strategies first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Eagle Wealth Strategies held 8,977 shares of Bank of America worth $512K as of Q2 2026.
  • Eagle Wealth Strategies bought 21 Bank of America shares in Q2 2026, an estimated $1.12K.
  • Bank of America made up 0.2% of Eagle Wealth Strategies's portfolio in Q2 2026, its #54 holding.
  • Eagle Wealth Strategies first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.