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Financial Gravity Companies’s Bank of America BAC Stock Holding History

Financial Gravity Companies’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 		$39.8K Buy
+698
New +$37.1K 0.01% 346
2025
Q2 		$15.9K Buy
+336
New +$14.1K ﹤0.01% 492
2024
Q4 		$13.1K Buy
+298
New +$13.1K ﹤0.01% 514
2018
Q4 		$54K Buy
+1,910
New +$51.8K 0.05% 308
2018
Q1 		$75K Buy
2,532
+1,788
+240% +$56.2K 0.08% 231
2017
Q4 		$24K Buy
+744
New +$20.5K 0.03% 458

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's BAC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Bank of America (BAC) in Q2 2026: 698 shares worth $39.8K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BAC as recently as Q2 2025.

Financial Gravity Companies first reported a position in BAC in Q4 2017 and has held it in 6 quarters since. The position peaked at $75K in Q1 2018. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Financial Gravity Companies held 698 shares of Bank of America worth $39.8K as of Q2 2026.
  • Bank of America was a new Financial Gravity Companies position in Q2 2026.
  • Bank of America made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #346 holding.
  • Financial Gravity Companies first reported a position in Bank of America in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Bank of America position peaked at $75K in Q1 2018.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.