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Evoke Wealth’s Bank of America BAC Stock Holding History

Evoke Wealth’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 		– Sell
-62,654
Closed -$3.05M – 64
2026
Q1 		$3.05M Sell
62,654
-16,627
-21% -$858K 0.05% 128
2025
Q4 		$4.36M Buy
79,281
+436
+0.6% +$23K 0.08% 103
2025
Q3 		$4.07M Buy
78,845
+8,118
+11% +$396K 0.08% 101
2025
Q2 		$3.35M Buy
70,727
+3,154
+5% +$133K 0.08% 104
2025
Q1 		$2.82M Buy
67,573
+22,213
+49% +$990K 0.07% 107
2024
Q4 		$1.99M Buy
45,360
+10,711
+31% +$471K 0.06% 128
2024
Q3 		$1.37M Buy
+34,649
New +$1.39M 0.04% 158
2024
Q2 		– Sell
-29,241
Closed -$1.11M – 133
2024
Q1 		$1.11M Buy
+29,241
New +$1M 0.03% 171
2023
Q4 		– Sell
-28,525
Closed -$781K – 118
2023
Q3 		$781K Sell
28,525
-944
-3% -$27.9K 0.03% 195
2023
Q2 		$845K Buy
29,469
+1,130
+4% +$32.2K 0.03% 174
2023
Q1 		$810K Buy
28,339
+866
+3% +$28.6K 0.03% 174
2022
Q4 		$910K Buy
27,473
+622
+2% +$21.4K 0.03% 171
2022
Q3 		$811K Sell
26,851
-350
-1% -$11.7K 0.03% 170
2022
Q2 		$847K Buy
27,201
+1,276
+5% +$45.9K 0.03% 170
2022
Q1 		$1.07M Buy
25,925
+478
+2% +$21.6K 0.04% 168
2021
Q4 		$1.13M Buy
25,447
+34
+0.1% +$1.55K 0.04% 170
2021
Q3 		$1.08M Sell
25,413
-272
-1% -$11K 0.04% 161
2021
Q2 		$1.06M Sell
25,685
-955
-4% -$39.1K 0.04% 167
2021
Q1 		$1.03M Buy
26,640
+3,642
+16% +$126K 0.05% 150
2020
Q4 		$697K Sell
22,998
-35,565
-61% -$953K 0.05% 124
2020
Q3 		$1.41M Sell
58,563
-11,005
-16% -$274K 0.11% 57
2020
Q2 		$1.65M Sell
69,568
-316
-0.5% -$7.47K 0.16% 41
2020
Q1 		$1.48M Sell
69,884
-4,660
-6% -$140K 0.21% 37
2019
Q4 		$2.63M Buy
74,544
+1,352
+2% +$43.7K 0.33% 32
2019
Q3 		$2.14M Buy
+73,192
New +$2.1M 0.26% 52

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

Evoke Wealth's BAC Position: Q2 2026 in Review

Evoke Wealth sold out of Bank of America (BAC) in Q2 2026, closing a stake of 62,654 shares — an estimated $3.05M sold.

Evoke Wealth first reported a position in BAC in Q3 2019 and held it in 25 quarters. The position peaked at $4.36M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Evoke Wealth reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 62,654 Bank of America shares in Q2 2026, an estimated $3.05M.
  • Evoke Wealth first reported a position in Bank of America in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Bank of America position peaked at $4.36M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.