Facet Wealth Inc’s Bank of America BAC Stock Holding History

Facet Wealth Inc’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	$1.67M	Buy	29,308 +5,745	+24%	+$306K	0.02%	93
2026 Q1	$1.15M	Buy	23,563 +3,046	+15%	+$157K	0.02%	99
2025 Q4	$1.06M	Buy	20,517 +4,443	+28%	+$235K	0.02%	97
2025 Q3	$829K	Buy	16,074 +2,708	+20%	+$132K	0.02%	93
2025 Q2	$632K	Buy	13,366 +3,366	+34%	+$142K	0.01%	92
2025 Q1	$411K	Sell	10,000 -590	-6%	-$26.3K	0.01%	92
2024 Q4	$502K	Buy	10,590 +3,288	+45%	+$145K	0.01%	89
2024 Q3	$305K	Buy	+7,302	New	+$293K	0.01%	113

Other funds holding BAC

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

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

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

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Facet Wealth Inc's BAC Position: Q2 2026 in Review

Facet Wealth Inc increased its Bank of America (BAC) stake by 24% in Q2 2026, buying an estimated $306K and bringing the position to 29,308 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #93.

Facet Wealth Inc first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 2,867 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Facet Wealth Inc held 29,308 shares of Bank of America worth $1.67M as of Q2 2026.
Facet Wealth Inc bought 5,745 Bank of America shares in Q2 2026, an estimated $306K.
Bank of America made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #93 holding.
Facet Wealth Inc first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
2,867 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.