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Golden State Wealth Management’s Bank of America BAC Stock Holding History

Golden State 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 		$1.12M Sell
19,621
-3,809
-16% -$203K 0.1% 175
2026
Q1 		$1.14M Sell
23,430
-392
-2% -$20.2K 0.12% 148
2025
Q4 		$1.31M Sell
23,822
-1,215
-5% -$64.2K 0.14% 128
2025
Q3 		$1.29M Hold
25,037
– – 0.14% 122
2025
Q2 		$1.18M Buy
25,037
+761
+3% +$32K 0.14% 125
2025
Q1 		$1.01M Buy
24,276
+1,765
+8% +$78.7K 0.15% 119
2024
Q4 		$989K Buy
+22,511
New +$990K 0.15% 118
2022
Q1 		$985K Sell
23,896
-11,806
-33% -$533K 0.19% 102
2021
Q4 		$1.59M Buy
35,702
+9,940
+39% +$453K 0.27% 68
2021
Q3 		$1.09M Buy
25,762
+22
+0.1% +$886 0.24% 75
2021
Q2 		$1.06M Buy
25,740
+2,094
+9% +$85.8K 0.23% 86
2021
Q1 		$914K Sell
23,646
-10,051
-30% -$347K 0.3% 61
2020
Q4 		$1.02M Buy
33,697
+10,678
+46% +$286K 0.3% 64
2020
Q3 		$555K Sell
23,019
-12,280
-35% -$306K 0.19% 92
2020
Q2 		$838K Buy
35,299
+8,262
+31% +$195K 0.27% 64
2020
Q1 		$574K Buy
+27,037
New +$811K 0.25% 67
2019
Q4 		– Sell
-31,368
Closed -$915K – 127
2019
Q3 		$915K Buy
31,368
+5,664
+22% +$163K 0.3% 64
2019
Q2 		$745K Sell
25,704
-1,590
-6% -$45.9K 0.24% 85
2019
Q1 		$753K Buy
+27,294
New +$771K 0.25% 81

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

Golden State Wealth Management's BAC Position: Q2 2026 in Review

Golden State Wealth Management reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $203K and leaving 19,621 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #175.

Golden State Wealth Management first reported a position in BAC in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.59M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Golden State Wealth Management held 19,621 shares of Bank of America worth $1.12M as of Q2 2026.
  • Golden State Wealth Management sold 3,809 Bank of America shares in Q2 2026, an estimated $203K.
  • Bank of America made up 0.1% of Golden State Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Golden State Wealth Management first reported a position in Bank of America in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Bank of America position peaked at $1.59M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.