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Ethos Financial Group’s Bank of America BAC Stock Holding History

Ethos Financial 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 		$1.8M Buy
30,154
+5,971
+25% +$318K 0.12% 157
2026
Q1 		$1.25M Buy
24,183
+208
+0.9% +$10.7K 0.09% 178
2025
Q4 		$1.32M Buy
23,975
+1,293
+6% +$68.3K 0.1% 172
2025
Q3 		$1.17M Sell
22,682
-468
-2% -$22.8K 0.09% 167
2025
Q2 		$1.1M Sell
23,150
-17,448
-43% -$734K 0.09% 165
2025
Q1 		$1.73M Buy
40,598
+31,948
+369% +$1.42M 0.17% 124
2024
Q4 		$380K Buy
8,650
+973
+13% +$42.8K 0.05% 195
2024
Q3 		$312K Buy
7,677
+275
+4% +$11K 0.05% 195
2024
Q2 		$312K Sell
7,402
-941
-11% -$36.1K 0.05% 196
2024
Q1 		$320K Sell
8,343
-109
-1% -$3.74K 0.06% 196
2023
Q4 		$285K Buy
8,452
+492
+6% +$14.3K 0.06% 202
2023
Q3 		$218K Buy
7,960
+757
+11% +$22.4K 0.06% 156
2023
Q2 		$206K Hold
7,203
– – 0.07% 137
2023
Q1 		$206K Sell
7,203
-1,533
-18% -$50.6K 0.06% 167
2022
Q4 		$289K Buy
+8,736
New +$301K 0.1% 107

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

Ethos Financial Group's BAC Position: Q2 2026 in Review

Ethos Financial Group increased its Bank of America (BAC) stake by 25% in Q2 2026, buying an estimated $318K and bringing the position to 30,154 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #157.

Ethos Financial Group 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.

  • Ethos Financial Group held 30,154 shares of Bank of America worth $1.8M as of Q2 2026.
  • Ethos Financial Group bought 5,971 Bank of America shares in Q2 2026, an estimated $318K.
  • Bank of America made up 0.12% of Ethos Financial Group's portfolio in Q2 2026, its #157 holding.
  • Ethos Financial Group 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 Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.