Empower Advisory Group
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Empower Advisory Group’s Bank of America BAC Stock Holding History

Empower Advisory Group’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 		$115M Buy
2,023,849
+20,229
+1% +$1.08M 0.28% 69
2026
Q1 		$97.7M Buy
2,003,620
+37,010
+2% +$1.91M 0.25% 83
2025
Q4 		$108M Sell
1,966,610
-35,206
-2% -$1.86M 0.29% 67
2025
Q3 		$103M Buy
2,001,816
+13,559
+0.7% +$661K 0.29% 67
2025
Q2 		$94.1M Buy
1,988,257
+24,156
+1% +$1.02M 0.28% 69
2025
Q1 		$82M Sell
1,964,101
-209,018
-10% -$9.31M 0.27% 76
2024
Q4 		$95.5M Sell
2,173,119
-1,416,633
-39% -$62.3M 0.32% 63
2024
Q3 		$142M Buy
3,589,752
+27,994
+0.8% +$1.12M 0.48% 39
2024
Q2 		$142M Sell
3,561,758
-31,689
-0.9% -$1.21M 0.53% 37
2024
Q1 		$136M Buy
3,593,447
+23,356
+0.7% +$802K 0.51% 39
2023
Q4 		$120M Buy
3,570,091
+236,913
+7% +$6.9M 0.47% 41
2023
Q3 		$91.3M Buy
3,333,178
+2,654
+0.1% +$78.5K 0.4% 50
2023
Q2 		$95.6M Buy
3,330,524
+361,730
+12% +$10.3M 0.41% 47
2023
Q1 		$84.9M Buy
+2,968,794
New +$98M 0.38% 60

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

Empower Advisory Group's BAC Position: Q2 2026 in Review

Empower Advisory Group increased its Bank of America (BAC) stake by 1% in Q2 2026, buying an estimated $1.08M and bringing the position to 2,023,849 shares worth $115M. The position accounts for 0.28% of the portfolio, ranked #69.

Empower Advisory Group first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $142M in Q3 2024. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Empower Advisory Group held 2,023,849 shares of Bank of America worth $115M as of Q2 2026.
  • Empower Advisory Group bought 20,229 Bank of America shares in Q2 2026, an estimated $1.08M.
  • Bank of America made up 0.28% of Empower Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Empower Advisory Group first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Bank of America position peaked at $142M in Q3 2024.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.