Finer Wealth Management’s Bank of America BAC Stock Holding History

Finer Wealth Management’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	$827K	Sell	14,511 -1,170	-7%	-$62.2K	0.37%	48
2026 Q1	$764K	Sell	15,681 -672	-4%	-$34.7K	0.38%	48
2025 Q4	$899K	Sell	16,353 -856	-5%	-$45.2K	0.44%	42
2025 Q3	$888K	Sell	17,209 -2,099	-11%	-$102K	0.44%	42
2025 Q2	$914K	Sell	19,308 -1,771	-8%	-$74.5K	0.49%	41
2025 Q1	$880K	Sell	21,079 -921	-4%	-$41K	0.53%	39
2024 Q4	$967K	Sell	22,000 -2,380	-10%	-$105K	0.55%	40
2024 Q3	$967K	Sell	24,380 -11,314	-32%	-$453K	0.6%	35
2024 Q2	$1.42M	Sell	35,694 -12,182	-25%	-$467K	0.92%	28
2024 Q1	$1.82M	Sell	47,876 -15,530	-24%	-$533K	1.19%	24
2023 Q4	$2.13M	Buy	63,406 +3,719	+6%	+$108K	1.59%	22
2023 Q3	$1.63M	Buy	59,687 +9,297	+18%	+$275K	1.31%	25
2023 Q2	$1.45M	Buy	50,390 +3,799	+8%	+$108K	1.13%	29
2023 Q1	$1.33M	Buy	46,591 +7,724	+20%	+$255K	1.13%	31
2022 Q4	$1.29M	Buy	38,867 +18,756	+93%	+$646K	1.2%	30
2022 Q3	$607K	Buy	20,111 +4,709	+31%	+$157K	0.6%	42
2022 Q2	$479K	Buy	15,402 +4,245	+38%	+$153K	0.44%	52
2022 Q1	$460K	Sell	11,157 -1,695	-13%	-$76.5K	0.38%	54
2021 Q4	$572K	Buy	+12,852	New	+$585K	0.47%	49

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

Finer Wealth Management's BAC Position: Q2 2026 in Review

Finer Wealth Management reduced its Bank of America (BAC) stake by 7.5% in Q2 2026, selling an estimated $62.2K and leaving 14,511 shares worth $827K. The position accounts for 0.37% of the portfolio, ranked #48.

Finer Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2023. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Finer Wealth Management held 14,511 shares of Bank of America worth $827K as of Q2 2026.
Finer Wealth Management sold 1,170 Bank of America shares in Q2 2026, an estimated $62.2K.
Bank of America made up 0.37% of Finer Wealth Management's portfolio in Q2 2026, its #48 holding.
Finer Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's Bank of America position peaked at $2.13M in Q4 2023.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.