Financial & Tax Architects’s Bank of America BAC Stock Holding History

Financial & Tax Architects’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	$409K	Sell	7,181 -506	-7%	-$26.9K	0.09%	94
2026 Q1	$375K	Sell	7,687 -926	-11%	-$47.8K	0.08%	94
2025 Q4	$474K	Sell	8,613 -80	-0.9%	-$4.23K	0.11%	84
2025 Q3	$448K	Buy	8,693 +336	+4%	+$16.4K	0.1%	89
2025 Q2	$395K	Buy	8,357 +135	+2%	+$5.68K	0.1%	79
2025 Q1	$343K	Buy	+8,222	New	+$366K	0.09%	94
2022 Q2	–	Sell	-5,147	Closed	-$212K	–	79
2022 Q1	$212K	Sell	5,147 -155	-3%	-$6.99K	0.08%	88
2021 Q4	$236K	Hold	5,302	–	–	0.1%	90
2021 Q3	$225K	Buy	+5,302	New	+$214K	0.1%	95

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial & Tax Architects's BAC Position: Q2 2026 in Review

Financial & Tax Architects reduced its Bank of America (BAC) stake by 6.6% in Q2 2026, selling an estimated $26.9K and leaving 7,181 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #94.

Financial & Tax Architects first reported a position in BAC in Q3 2021 and has held it in 9 quarters since. The position peaked at $474K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Financial & Tax Architects held 7,181 shares of Bank of America worth $409K as of Q2 2026.
Financial & Tax Architects sold 506 Bank of America shares in Q2 2026, an estimated $26.9K.
Bank of America made up 0.09% of Financial & Tax Architects's portfolio in Q2 2026, its #94 holding.
Financial & Tax Architects first reported a position in Bank of America in Q3 2021 and has held it in 9 quarters since.
Financial & Tax Architects's Bank of America position peaked at $474K in Q4 2025.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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