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GeoWealth Management’s Bank of America BAC Stock Holding History

GeoWealth 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 		$2.97M Buy
52,137
+3,280
+7% +$174K 0.09% 137
2026
Q1 		$2.38M Sell
48,857
-12,740
-21% -$657K 0.09% 141
2025
Q4 		$3.39M Buy
61,597
+191
+0.3% +$10.1K 0.12% 108
2025
Q3 		$3.17M Buy
61,406
+9,276
+18% +$453K 0.12% 118
2025
Q2 		$2.47M Sell
52,130
-3,176
-6% -$134K 0.1% 125
2025
Q1 		$2.31M Sell
55,306
-15,807
-22% -$704K 0.09% 126
2024
Q4 		$3.13M Buy
71,113
+6,966
+11% +$306K 0.1% 135
2024
Q3 		$2.55M Sell
64,147
-6,601
-9% -$265K 0.09% 161
2024
Q2 		$2.81M Buy
70,748
+9,295
+15% +$356K 0.12% 124
2024
Q1 		$2.33M Buy
61,453
+20,820
+51% +$715K 0.09% 161
2023
Q4 		$1.37M Buy
40,633
+31,226
+332% +$909K 0.11% 176
2023
Q3 		$257K Buy
9,407
+137
+1% +$4.05K 0.03% 250
2023
Q2 		$266K Buy
9,270
+440
+5% +$12.6K 0.03% 221
2023
Q1 		$252K Sell
8,830
-727
-8% -$24K 0.03% 190
2022
Q4 		$317K Sell
9,557
-55
-0.6% -$1.89K 0.03% 187
2022
Q3 		$290K Buy
9,612
+812
+9% +$27.1K 0.03% 203
2022
Q2 		$274K Sell
8,800
-862
-9% -$31K 0.04% 217
2022
Q1 		$398K Sell
9,662
-3,722
-28% -$168K 0.04% 232
2021
Q4 		$596K Buy
13,384
+79
+0.6% +$3.6K 0.05% 187
2021
Q3 		$564K Sell
13,305
-1,506
-10% -$60.7K 0.05% 201
2021
Q2 		$610K Buy
14,811
+1,694
+13% +$69.4K 0.08% 132
2021
Q1 		$508K Buy
13,117
+10,871
+484% +$375K 0.08% 116
2020
Q4 		$69K Buy
+2,246
New +$60.2K 0.01% 198
2019
Q4 		– Sell
-8,175
Closed -$238K – 107
2019
Q3 		$238K Buy
+8,175
New +$235K 0.05% 179

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

GeoWealth Management's BAC Position: Q2 2026 in Review

GeoWealth Management increased its Bank of America (BAC) stake by 6.7% in Q2 2026, buying an estimated $174K and bringing the position to 52,137 shares worth $2.97M. The position accounts for 0.09% of the portfolio, ranked #137.

GeoWealth Management first reported a position in BAC in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.39M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • GeoWealth Management held 52,137 shares of Bank of America worth $2.97M as of Q2 2026.
  • GeoWealth Management bought 3,280 Bank of America shares in Q2 2026, an estimated $174K.
  • Bank of America made up 0.09% of GeoWealth Management's portfolio in Q2 2026, its #137 holding.
  • GeoWealth Management first reported a position in Bank of America in Q3 2019 and has held it in 24 quarters since.
  • GeoWealth Management's Bank of America position peaked at $3.39M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.