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Goldstein Advisors’s Bank of America BAC Stock Holding History

Goldstein 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 		$400K Buy
7,012
+1,117
+19% +$59.4K 0.04% 157
2026
Q1 		$287K Buy
5,895
+7
+0.1% +$361 0.03% 159
2025
Q4 		$324K Sell
5,888
-21
-0.4% -$1.11K 0.04% 137
2025
Q3 		$305K Sell
5,909
-246
-4% -$12K 0.04% 140
2025
Q2 		$291K Sell
6,155
-1,462
-19% -$61.5K 0.04% 136
2025
Q1 		$318K Buy
7,617
+102
+1% +$4.54K 0.05% 136
2024
Q4 		$330K Buy
7,515
+885
+13% +$38.9K 0.05% 125
2024
Q3 		$263K Sell
6,630
-186
-3% -$7.45K 0.04% 146
2024
Q2 		$271K Buy
6,816
+186
+3% +$7.13K 0.05% 128
2024
Q1 		$251K Buy
+6,630
New +$228K 0.04% 134

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

Goldstein Advisors's BAC Position: Q2 2026 in Review

Goldstein Advisors increased its Bank of America (BAC) stake by 19% in Q2 2026, buying an estimated $59.4K and bringing the position to 7,012 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #157.

Goldstein Advisors first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Goldstein Advisors held 7,012 shares of Bank of America worth $400K as of Q2 2026.
  • Goldstein Advisors bought 1,117 Bank of America shares in Q2 2026, an estimated $59.4K.
  • Bank of America made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #157 holding.
  • Goldstein Advisors first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.