Financial Consulate’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$270K Buy
4,741
+181
+4% +$9.63K 0.03% 128
2026
Q1
$222K Buy
4,560
+434
+11% +$22.4K 0.03% 139
2025
Q4
$227K Sell
4,126
-235
-5% -$12.4K 0.03% 150
2025
Q3
$225K Buy
+4,361
New +$213K 0.03% 152

Other funds holding BAC

Financial Consulate's BAC Position: Q2 2026 in Review

Financial Consulate increased its Bank of America (BAC) stake by 4% in Q2 2026, buying an estimated $9.63K and bringing the position to 4,741 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #128.

Financial Consulate first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Financial Consulate held 4,741 shares of Bank of America worth $270K as of Q2 2026.
  • Financial Consulate bought 181 Bank of America shares in Q2 2026, an estimated $9.63K.
  • Bank of America made up 0.03% of Financial Consulate's portfolio in Q2 2026, its #128 holding.
  • Financial Consulate first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.