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Etesian Wealth Advisors’s Bank of America BAC Stock Holding History

Etesian Wealth 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 		$1.86M Sell
32,616
-2,266
-6% -$121K 0.55% 48
2026
Q1 		$1.7M Sell
34,882
-1,054
-3% -$54.4K 0.54% 49
2025
Q4 		$1.98M Sell
35,936
-2,538
-7% -$134K 0.62% 41
2025
Q3 		$1.98M Sell
38,474
-286
-0.7% -$14K 0.66% 41
2025
Q2 		$1.83M Sell
38,760
-912
-2% -$38.4K 0.68% 40
2025
Q1 		$1.66M Sell
39,672
-2,813
-7% -$125K 0.71% 40
2024
Q4 		$1.87M Sell
42,485
-836
-2% -$36.8K 0.83% 29
2024
Q3 		$1.72M Sell
43,321
-1,344
-3% -$53.9K 0.78% 34
2024
Q2 		$1.78M Sell
44,665
-403
-0.9% -$15.4K 1% 28
2024
Q1 		$1.71M Sell
45,068
-2,261
-5% -$77.6K 0.98% 32
2023
Q4 		$1.6M Buy
47,329
+106
+0.2% +$3.09K 0.96% 33
2023
Q3 		$1.29M Sell
47,223
-383
-0.8% -$11.3K 0.87% 42
2023
Q2 		$1.37M Buy
47,606
+1,214
+3% +$34.6K 0.89% 37
2023
Q1 		$1.33M Buy
46,392
+400
+0.9% +$13.2K 0.88% 40
2022
Q4 		$1.52M Buy
+45,992
New +$1.58M 1.11% 34

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

Etesian Wealth Advisors's BAC Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Bank of America (BAC) stake by 6.5% in Q2 2026, selling an estimated $121K and leaving 32,616 shares worth $1.86M. The position accounts for 0.55% of the portfolio, ranked #48.

Etesian Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Etesian Wealth Advisors held 32,616 shares of Bank of America worth $1.86M as of Q2 2026.
  • Etesian Wealth Advisors sold 2,266 Bank of America shares in Q2 2026, an estimated $121K.
  • Bank of America made up 0.55% of Etesian Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Etesian Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Bank of America position peaked at $1.98M in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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