Ergawealth Advisors’s Bank of America BAC Stock Holding History

Ergawealth Advisors’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	$732K	Hold	12,855	–	–	0.28%	26
2026 Q1	$627K	Buy	12,855 +55	+0.4%	+$2.84K	0.28%	27
2025 Q4	$704K	Hold	12,800	–	–	0.32%	26
2025 Q3	$660K	Hold	12,800	–	–	0.31%	30
2025 Q2	$606K	Hold	12,800	–	–	0.27%	38
2025 Q1	$534K	Hold	12,800	–	–	0.26%	36
2024 Q4	$563K	Hold	12,800	–	–	0.28%	34
2024 Q3	$508K	Hold	12,800	–	–	0.25%	39
2024 Q2	$509K	Hold	12,800	–	–	0.28%	37
2024 Q1	$485K	Hold	12,800	–	–	0.27%	35
2023 Q4	$431K	Hold	12,800	–	–	0.27%	33
2023 Q3	$350K	Hold	12,800	–	–	0.24%	34
2023 Q2	$367K	Hold	12,800	–	–	0.25%	30
2023 Q1	$366K	Hold	12,800	–	–	0.3%	28
2022 Q4	$424K	Buy	+12,800	New	+$441K	0.38%	28

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ergawealth Advisors's BAC Position: Q2 2026 in Review

Ergawealth Advisors held its Bank of America (BAC) position steady in Q2 2026 at 12,855 shares worth $732K. The position accounts for 0.28% of the portfolio, ranked #26.

Ergawealth Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Ergawealth Advisors held 12,855 shares of Bank of America worth $732K as of Q2 2026.
Ergawealth Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.28% of Ergawealth Advisors's portfolio in Q2 2026, its #26 holding.
Ergawealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.