GC Wealth Management RIA’s Bank of America BAC Stock Holding History

GC Wealth Management RIA’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	$6.59M	Sell	115,603 -22,041	-16%	-$1.17M	0.38%	55
2026 Q1	$6.71M	Buy	137,644 +20,384	+17%	+$1.05M	0.28%	56
2025 Q4	$6.45M	Sell	117,260 -41,325	-26%	-$2.18M	0.24%	61
2025 Q3	$8.18M	Buy	158,585 +66,346	+72%	+$3.24M	0.27%	61
2025 Q2	$4.36M	Buy	92,239 +55,881	+154%	+$2.35M	0.36%	54
2025 Q1	$1.52M	Buy	36,358 +629	+2%	+$28K	0.28%	80
2024 Q4	$1.57M	Sell	35,729 -6,475	-15%	-$285K	0.28%	77
2024 Q3	$1.67M	Sell	42,204 -2,199	-5%	-$88.1K	0.29%	75
2024 Q2	$1.77M	Sell	44,403 -7,905	-15%	-$303K	0.35%	61
2024 Q1	$1.98M	Buy	52,308 +2,571	+5%	+$88.3K	0.4%	52
2023 Q4	$1.67M	Buy	+49,737	New	+$1.45M	0.75%	31

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

GC Wealth Management RIA's BAC Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $1.17M and leaving 115,603 shares worth $6.59M. The position accounts for 0.38% of the portfolio, ranked #55.

GC Wealth Management RIA first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.18M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

GC Wealth Management RIA held 115,603 shares of Bank of America worth $6.59M as of Q2 2026.
GC Wealth Management RIA sold 22,041 Bank of America shares in Q2 2026, an estimated $1.17M.
Bank of America made up 0.38% of GC Wealth Management RIA's portfolio in Q2 2026, its #55 holding.
GC Wealth Management RIA first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Bank of America position peaked at $8.18M in Q3 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.