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Glass Jacobson Investment Advisors’s Bank of America BAC Stock Holding History

Glass Jacobson Investment Advisors’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 		$22.6K Sell
396
-122
-24% -$6.49K 0.01% 403
2026
Q1 		$25.2K Buy
518
+151
+41% +$7.79K 0.01% 395
2025
Q4 		$20.2K Sell
367
-159
-30% -$8.4K 0.01% 403
2025
Q3 		$27.1K Buy
526
+2
+0.4% +$98 0.01% 367
2025
Q2 		$24.8K Sell
524
-273
-34% -$11.5K 0.01% 365
2025
Q1 		$35K Hold
797
– – 0.01% 426
2024
Q4 		$35K Buy
797
+276
+53% +$12.1K 0.01% 426
2024
Q3 		$20.7K Buy
521
+1
+0.2% +$40 0.01% 487
2024
Q2 		$20.7K Buy
520
+1
+0.2% +$38 0.01% 474
2024
Q1 		$19.7K Buy
519
+2
+0.4% +$69 0.01% 480
2023
Q4 		$17.4K Sell
517
-501
-49% -$14.6K 0.01% 462
2023
Q3 		$27.9K Buy
1,018
+504
+98% +$14.9K 0.01% 387
2023
Q2 		$14.7K Buy
+514
New +$14.7K 0.01% 462
2022
Q4 		$53.8K Buy
+1,624
New +$55.9K 0.03% 338

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

Glass Jacobson Investment Advisors's BAC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Bank of America (BAC) stake by 24% in Q2 2026, selling an estimated $6.49K and leaving 396 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #403.

Glass Jacobson Investment Advisors first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.8K in Q4 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Glass Jacobson Investment Advisors held 396 shares of Bank of America worth $22.6K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 122 Bank of America shares in Q2 2026, an estimated $6.49K.
  • Bank of America made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #403 holding.
  • Glass Jacobson Investment Advisors first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Bank of America position peaked at $53.8K in Q4 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.