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Fourth Dimension Wealth’s Bank of America BAC Stock Holding History

Fourth Dimension Wealth’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 		$24.3K Sell
426
-6,146
-94% -$327K 0.01% 361
2026
Q1 		$320K Buy
6,572
+2,295
+54% +$118K 0.12% 108
2025
Q4 		$235K Sell
4,277
-705
-14% -$37.3K 0.09% 123
2025
Q3 		$257K Buy
4,982
+719
+17% +$35.1K 0.1% 116
2025
Q2 		$202K Buy
4,263
+1,126
+36% +$47.4K 0.09% 126
2025
Q1 		$131K Buy
3,137
+2,659
+556% +$118K 0.06% 136
2024
Q4 		$21K Buy
+478
New +$21K 0.01% 313

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 $3.37T AUM 44.26% 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

Fourth Dimension Wealth's BAC Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Bank of America (BAC) stake by 94% in Q2 2026, selling an estimated $327K and leaving 426 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #361.

Fourth Dimension Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q1 2026. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Fourth Dimension Wealth held 426 shares of Bank of America worth $24.3K as of Q2 2026.
  • Fourth Dimension Wealth sold 6,146 Bank of America shares in Q2 2026, an estimated $327K.
  • Bank of America made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #361 holding.
  • Fourth Dimension Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Bank of America position peaked at $320K in Q1 2026.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.