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Gilliland Jeter Wealth Management’s Bank of America BAC Stock Holding History

Gilliland Jeter Wealth 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 		$3.74M Buy
65,634
+1
+0% +$53 0.98% 23
2026
Q1 		$3.2M Buy
65,633
+366
+0.6% +$18.9K 0.95% 27
2025
Q4 		$3.59M Buy
65,267
+78
+0.1% +$4.12K 1.09% 26
2025
Q3 		$3.36M Buy
65,189
+47
+0.1% +$2.29K 1.04% 25
2025
Q2 		$3.08M Sell
65,142
-621
-0.9% -$26.1K 1% 22
2025
Q1 		$2.74M Buy
65,763
+82
+0.1% +$3.65K 0.97% 25
2024
Q4 		$2.89M Sell
65,681
-56
-0.1% -$2.46K 0.97% 26
2024
Q3 		$2.61M Buy
65,737
+22
+0% +$882 0.84% 29
2024
Q2 		$2.61M Sell
65,715
-779
-1% -$29.9K 0.88% 28
2024
Q1 		$2.52M Sell
66,494
-2,958
-4% -$102K 0.88% 28
2023
Q4 		$2.34M Buy
+69,452
New +$2.02M 0.97% 29

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gilliland Jeter Wealth Management's BAC Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Bank of America (BAC) stake by 0% in Q2 2026, buying an estimated $53 and bringing the position to 65,634 shares worth $3.74M. The position accounts for 0.98% of the portfolio, ranked #23.

Gilliland Jeter Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 2,218 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Gilliland Jeter Wealth Management held 65,634 shares of Bank of America worth $3.74M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 1 Bank of America share in Q2 2026, an estimated $53.
  • Bank of America made up 0.98% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Gilliland Jeter Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.