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Garden State Investment Advisory Services’s Bank of America BAC Stock Holding History

Garden State Investment Advisory Services’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 		$476K Buy
8,362
+18
+0.2% +$957 0.09% 182
2026
Q1 		$407K Sell
8,344
-133
-2% -$6.86K 0.09% 175
2025
Q4 		$466K Sell
8,477
-3,522
-29% -$186K 0.1% 160
2025
Q3 		$619K Sell
11,999
-676
-5% -$33K 0.14% 125
2025
Q2 		$600K Buy
12,675
+59
+0.5% +$2.48K 0.15% 126
2025
Q1 		$527K Sell
12,616
-656
-5% -$29.2K 0.17% 114
2024
Q4 		$584K Buy
13,272
+42
+0.3% +$1.85K 0.17% 107
2024
Q3 		$525K Sell
13,230
-359
-3% -$14.4K 0.17% 109
2024
Q2 		$541K Sell
13,589
-411
-3% -$15.8K 0.19% 105
2024
Q1 		$530K Buy
14,000
+124
+0.9% +$4.26K 0.19% 109
2023
Q4 		$467K Sell
13,876
-340
-2% -$9.9K 0.19% 111
2023
Q3 		$391K Buy
14,216
+956
+7% +$28.3K 0.18% 114
2023
Q2 		$380K Buy
13,260
+3,906
+42% +$111K 0.15% 116
2023
Q1 		$268K Sell
9,354
-438
-4% -$14.5K 0.12% 152
2022
Q4 		$324K Buy
+9,792
New +$337K 0.19% 123

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 $3.38T AUM 44.17% 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

Garden State Investment Advisory Services's BAC Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Bank of America (BAC) stake by 0.22% in Q2 2026, buying an estimated $957 and bringing the position to 8,362 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #182.

Garden State Investment Advisory Services first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $619K in Q3 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Garden State Investment Advisory Services held 8,362 shares of Bank of America worth $476K as of Q2 2026.
  • Garden State Investment Advisory Services bought 18 Bank of America shares in Q2 2026, an estimated $957.
  • Bank of America made up 0.09% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #182 holding.
  • Garden State Investment Advisory Services first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Garden State Investment Advisory Services's Bank of America position peaked at $619K in Q3 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.