Gerber Kawasaki Wealth & Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $866K | Sell |
15,203
-348
| -2% | -$18.5K | 0.02% | 183 |
|
|
2026
Q1 | $758K | Sell |
15,551
-48
| -0.3% | -$2.48K | 0.02% | 179 |
|
|
2025
Q4 | $858K | Buy |
15,599
+666
| +4% | +$35.2K | 0.03% | 168 |
|
|
2025
Q3 | $770K | Buy |
14,933
+1,158
| +8% | +$56.5K | 0.03% | 176 |
|
|
2025
Q2 | $652K | Sell |
13,775
-507
| -4% | -$21.3K | 0.03% | 176 |
|
|
2025
Q1 | $596K | Buy |
14,282
+565
| +4% | +$25.2K | 0.03% | 176 |
|
|
2024
Q4 | $603K | Buy |
13,717
+97
| +0.7% | +$4.27K | 0.03% | 172 |
|
|
2024
Q3 | $540K | Sell |
13,620
-5,580
| -29% | -$224K | 0.02% | 177 |
|
|
2024
Q2 | $764K | Buy |
19,200
+413
| +2% | +$15.8K | 0.04% | 145 |
|
|
2024
Q1 | $712K | Buy |
18,787
+6,565
| +54% | +$225K | 0.04% | 146 |
|
|
2023
Q4 | $412K | Sell |
12,222
-1,912
| -14% | -$55.7K | 0.02% | 181 |
|
|
2023
Q3 | $387K | Sell |
14,134
-226
| -2% | -$6.69K | 0.03% | 176 |
|
|
2023
Q2 | $412K | Sell |
14,360
-3,335
| -19% | -$95.2K | 0.03% | 170 |
|
|
2023
Q1 | $506K | Buy |
17,695
+746
| +4% | +$24.6K | 0.04% | 166 |
|
|
2022
Q4 | $561K | Buy |
16,949
+103
| +0.6% | +$3.55K | 0.05% | 160 |
|
|
2022
Q3 | $508K | Sell |
16,846
-1,951
| -10% | -$65.2K | 0.05% | 158 |
|
|
2022
Q2 | $585K | Buy |
18,797
+1,372
| +8% | +$49.4K | 0.06% | 150 |
|
|
2022
Q1 | $718K | Buy |
17,425
+5,690
| +48% | +$257K | 0.06% | 131 |
|
|
2021
Q4 | $522K | Buy |
11,735
+2,729
| +30% | +$124K | 0.04% | 152 |
|
|
2021
Q3 | $382K | Buy |
9,006
+144
| +2% | +$5.8K | 0.05% | 118 |
|
|
2021
Q2 | $365K | Buy |
8,862
+1,232
| +16% | +$50.5K | 0.04% | 170 |
|
|
2021
Q1 | $295K | Buy |
+7,630
| New | +$263K | 0.04% | 170 |
|
|
2020
Q1 | – | Sell |
-9,242
| Closed | -$324K | – | 133 |
|
|
2019
Q4 | $324K | Sell |
9,242
-110
| -1% | -$3.56K | 0.08% | 97 |
|
|
2019
Q3 | $272K | Buy |
+9,352
| New | +$269K | 0.08% | 105 |
|
|
2019
Q2 | – | Sell |
-15,765
| Closed | -$434K | – | 119 |
|
|
2019
Q1 | $434K | Sell |
15,765
-175
| -1% | -$4.95K | 0.13% | 76 |
|
|
2018
Q4 | $392K | Sell |
15,940
-8,680
| -35% | -$235K | 0.14% | 70 |
|
|
2018
Q3 | $729K | Sell |
24,620
-4,075
| -14% | -$124K | 0.2% | 61 |
|
|
2018
Q2 | $811K | Buy |
28,695
+5,350
| +23% | +$160K | 0.24% | 52 |
|
|
2018
Q1 | $700K | Buy |
23,345
+12,905
| +124% | +$405K | 0.23% | 56 |
|
|
2017
Q4 | $308K | Sell |
10,440
-201
| -2% | -$5.54K | 0.11% | 85 |
|
|
2017
Q3 | $275K | Sell |
10,641
-549
| -5% | -$13.3K | 0.1% | 92 |
|
|
2017
Q2 | $278K | Buy |
11,190
+98
| +0.9% | +$2.29K | 0.11% | 97 |
|
|
2017
Q1 | $257K | Buy |
+11,092
| New | +$263K | 0.11% | 100 |
|
Other funds holding BAC
N
Gerber Kawasaki Wealth & Investment Management's BAC Position: Q2 2026 in Review
Gerber Kawasaki Wealth & Investment Management reduced its Bank of America (BAC) stake by 2.2% in Q2 2026, selling an estimated $18.5K and leaving 15,203 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #183.
Gerber Kawasaki Wealth & Investment Management first reported a position in BAC in Q1 2017 and has held it in 33 quarters since. 2,712 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management held 15,203 shares of Bank of America worth $866K as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management sold 348 Bank of America shares in Q2 2026, an estimated $18.5K.
- Bank of America made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #183 holding.
- Gerber Kawasaki Wealth & Investment Management first reported a position in Bank of America in Q1 2017 and has held it in 33 quarters since.
- 2,712 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.