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Garrett Wealth Advisory Group’s Bank of America BAC Stock Holding History

Garrett Wealth Advisory Group’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 		$362K Buy
6,353
+127
+2% +$6.75K 0.06% 103
2026
Q1 		$304K Buy
+6,226
New +$321K 0.05% 108
2019
Q4 		– Sell
-863
Closed -$25.2K – 112
2019
Q3 		$25.2K Buy
+863
New +$24.8K 0.02% 189

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

Garrett Wealth Advisory Group's BAC Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Bank of America (BAC) stake by 2% in Q2 2026, buying an estimated $6.75K and bringing the position to 6,353 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #103.

Garrett Wealth Advisory Group first reported a position in BAC in Q3 2019 and has held it in 3 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Garrett Wealth Advisory Group held 6,353 shares of Bank of America worth $362K as of Q2 2026.
  • Garrett Wealth Advisory Group bought 127 Bank of America shares in Q2 2026, an estimated $6.75K.
  • Bank of America made up 0.06% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Garrett Wealth Advisory Group first reported a position in Bank of America in Q3 2019 and has held it in 3 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.