FSB Premier Wealth Management’s Bank of America BAC Stock Holding History

FSB Premier 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	$393K	Sell	6,901 -20,995	-75%	-$1.12M	0.11%	170
2026 Q1	$1.36M	Sell	27,896 -290	-1%	-$15K	0.43%	61
2025 Q4	$1.55M	Sell	28,186 -196	-0.7%	-$10.4K	0.49%	57
2025 Q3	$1.46M	Buy	28,382 +2,640	+10%	+$129K	0.48%	56
2025 Q2	$1.22M	Buy	25,742 +3,754	+17%	+$158K	0.43%	63
2025 Q1	$918K	Buy	21,988 +2,002	+10%	+$89.2K	0.36%	76
2024 Q4	$878K	Buy	19,986 +1,643	+9%	+$72.3K	0.35%	78
2024 Q3	$728K	Buy	18,343 +5,188	+39%	+$208K	0.3%	90
2024 Q2	$523K	Buy	13,155 +4,119	+46%	+$158K	0.24%	102
2024 Q1	$343K	Buy	9,036 +1,685	+23%	+$57.8K	0.16%	126
2023 Q4	$248K	Buy	+7,351	New	+$214K	0.12%	146
2022 Q1	–	Sell	-1,219	Closed	-$54K	–	165
2021 Q4	$54K	Buy	+1,219	New	+$55.5K	0.02%	223

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

FSB Premier Wealth Management's BAC Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Bank of America (BAC) stake by 75% in Q2 2026, selling an estimated $1.12M and leaving 6,901 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #170.

FSB Premier Wealth Management first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

FSB Premier Wealth Management held 6,901 shares of Bank of America worth $393K as of Q2 2026.
FSB Premier Wealth Management sold 20,995 Bank of America shares in Q2 2026, an estimated $1.12M.
Bank of America made up 0.11% of FSB Premier Wealth Management's portfolio in Q2 2026, its #170 holding.
FSB Premier Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
FSB Premier Wealth Management's Bank of America position peaked at $1.55M in Q4 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.