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

Focused 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
2025 Q2	–	Sell	-5,500	Closed	-$230K	–	208
2025 Q1	$230K	Sell	5,500 -2,900	-35%	-$129K	0.03%	149
2024 Q4	$22.8K	Buy	8,400 +7,400	+740%	+$326K	﹤0.01%	173
2024 Q3	$39.7K	Sell	1,000 -40,000	-98%	-$1.6M	0.01%	231
2024 Q2	$1.63M	Buy	41,000 +40,000	+4,000%	+$1.53M	0.23%	46
2024 Q1	$37.9K	Sell	1,000 -36,000	-97%	-$1.24M	0.01%	198
2023 Q4	$24.9K	Buy	+37,000	New	+$1.08M	﹤0.01%	412
2022 Q2	–	Sell	-13,000	Closed	-$4K	–	925
2022 Q1	$4K	Buy	+13,000	New	+$587K	﹤0.01%	697
2021 Q4	–	Sell	-34,000	Closed	-$22K	–	982
2021 Q3	$22K	Buy	+34,000	New	+$1.37M	﹤0.01%	485
2015 Q1	–	Sell	-120,000	Closed	-$193K	–	674
2014 Q4	$193K	Buy	120,000 +117,000	+3,900%	+$2M	0.14%	95
2014 Q3	$1K	Buy	+3,000	New	+$47.8K	﹤0.01%	628

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

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

Focused Wealth Management reduced its Bank of America (BAC) stake by 1.1% in Q2 2026, selling an estimated $54.7K and leaving 93,466 shares worth $5.33M. The position accounts for 0.46% of the portfolio, ranked #34.

Focused Wealth Management first reported a position in BAC in Q3 2013 and has held it in 48 quarters since. The position peaked at $6.72M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Focused Wealth Management held 93,466 shares of Bank of America worth $5.33M as of Q2 2026.
Focused Wealth Management sold 1,028 Bank of America shares in Q2 2026, an estimated $54.7K.
Bank of America made up 0.46% of Focused Wealth Management's portfolio in Q2 2026, its #34 holding.
Focused Wealth Management first reported a position in Bank of America in Q3 2013 and has held it in 48 quarters since.
Focused Wealth Management's Bank of America position peaked at $6.72M in Q2 2025.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.