First Wilshire Securities Management’s Bank of America BAC Stock Holding History

First Wilshire Securities 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	$622K	Sell	10,916 -46	-0.4%	-$2.45K	0.13%	50
2026 Q1	$534K	Sell	10,962 -360	-3%	-$18.6K	0.12%	56
2025 Q4	$623K	Sell	11,322 -51	-0.4%	-$2.7K	0.16%	55
2025 Q3	$587K	Sell	11,373 -2,085	-15%	-$102K	0.16%	55
2025 Q2	$637K	Hold	13,458	–	–	0.17%	52
2025 Q1	$562K	Sell	13,458 -1,487	-10%	-$66.3K	0.16%	51
2024 Q4	$657K	Sell	14,945 -1,013	-6%	-$44.6K	0.18%	48
2024 Q3	$633K	Sell	15,958 -10,742	-40%	-$431K	0.18%	47
2024 Q2	$1.06M	Sell	26,700 -3,862	-13%	-$148K	0.32%	34
2024 Q1	$1.16M	Sell	30,562 -650	-2%	-$22.3K	0.34%	34
2023 Q4	$1.05M	Sell	31,212 -1,580	-5%	-$46K	0.34%	36
2023 Q3	$898K	Hold	32,792	–	–	0.31%	39
2023 Q2	$941K	Buy	32,792 +5,400	+20%	+$154K	0.32%	39
2023 Q1	$783K	Buy	27,392 +11,438	+72%	+$378K	0.27%	39
2022 Q4	$528K	Hold	15,954	–	–	0.18%	48
2022 Q3	$482K	Buy	15,954 +811	+5%	+$27.1K	0.2%	45
2022 Q2	$471K	Buy	15,143 +628	+4%	+$22.6K	0.18%	50
2022 Q1	$598K	Hold	14,515	–	–	0.21%	41
2021 Q4	$646K	Sell	14,515 -600	-4%	-$27.3K	0.2%	43
2021 Q3	$642K	Buy	15,115 +498	+3%	+$20.1K	0.21%	39
2021 Q2	$603K	Sell	14,617 -2,296	-14%	-$94.1K	0.21%	39
2021 Q1	$654K	Sell	16,913 -2,725	-14%	-$94K	0.24%	38
2020 Q4	$595K	Sell	19,638 -495	-2%	-$13.3K	0.24%	40
2020 Q3	$485K	Buy	20,133 +7,524	+60%	+$187K	0.23%	42
2020 Q2	$299K	Sell	12,609 -93	-0.7%	-$2.2K	0.14%	59
2020 Q1	$270K	Buy	12,702 +1,194	+10%	+$35.8K	0.15%	61
2019 Q4	$405K	Buy	11,508 +2	+0%	+$65	0.15%	71
2019 Q3	$336K	Buy	11,506 +402	+4%	+$11.6K	0.13%	79
2019 Q2	$322K	Buy	+11,104	New	+$320K	0.13%	88
2013 Q3	–	Sell	-24,734	Closed	-$318K	–	124
2013 Q2	$318K	Buy	+24,734	New	+$315K	0.05%	102

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

First Wilshire Securities Management's BAC Position: Q2 2026 in Review

First Wilshire Securities Management reduced its Bank of America (BAC) stake by 0.42% in Q2 2026, selling an estimated $2.45K and leaving 10,916 shares worth $622K. The position accounts for 0.13% of the portfolio, ranked #50.

First Wilshire Securities Management first reported a position in BAC in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.16M in Q1 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

First Wilshire Securities Management held 10,916 shares of Bank of America worth $622K as of Q2 2026.
First Wilshire Securities Management sold 46 Bank of America shares in Q2 2026, an estimated $2.45K.
Bank of America made up 0.13% of First Wilshire Securities Management's portfolio in Q2 2026, its #50 holding.
First Wilshire Securities Management first reported a position in Bank of America in Q2 2013 and has held it in 30 quarters since.
First Wilshire Securities Management's Bank of America position peaked at $1.16M in Q1 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.