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Goldstone Financial Group’s Bank of America BAC Stock Holding History

Goldstone Financial Group’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 		$2.29M Buy
40,177
+2,044
+5% +$109K 0.21% 81
2026
Q1 		$1.86M Sell
38,133
-4,790
-11% -$247K 0.2% 79
2025
Q4 		$2.36M Buy
42,923
+4,478
+12% +$237K 0.26% 68
2025
Q3 		$1.98M Buy
38,445
+8,004
+26% +$390K 0.23% 69
2025
Q2 		$1.49M Buy
30,441
+6,348
+26% +$267K 0.2% 71
2025
Q1 		$1.01M Buy
24,093
+5,330
+28% +$238K 0.15% 86
2024
Q4 		$825K Buy
18,763
+3,271
+21% +$144K 0.13% 96
2024
Q3 		$615K Buy
15,492
+2,895
+23% +$116K 0.11% 103
2024
Q2 		$501K Buy
12,597
+728
+6% +$27.9K 0.1% 111
2024
Q1 		$450K Buy
11,869
+2,161
+22% +$74.2K 0.1% 108
2023
Q4 		$327K Buy
9,708
+1,067
+12% +$31.1K 0.08% 116
2023
Q3 		$237K Sell
8,641
-742
-8% -$22K 0.07% 132
2023
Q2 		$269K Buy
9,383
+2,296
+32% +$65.5K 0.08% 135
2023
Q1 		$203K Buy
+7,087
New +$234K 0.07% 151

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

Goldstone Financial Group's BAC Position: Q2 2026 in Review

Goldstone Financial Group increased its Bank of America (BAC) stake by 5.4% in Q2 2026, buying an estimated $109K and bringing the position to 40,177 shares worth $2.29M. The position accounts for 0.21% of the portfolio, ranked #81.

Goldstone Financial Group first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.36M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Goldstone Financial Group held 40,177 shares of Bank of America worth $2.29M as of Q2 2026.
  • Goldstone Financial Group bought 2,044 Bank of America shares in Q2 2026, an estimated $109K.
  • Bank of America made up 0.21% of Goldstone Financial Group's portfolio in Q2 2026, its #81 holding.
  • Goldstone Financial Group first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Bank of America position peaked at $2.36M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.