Gould Asset Management’s Bank of America BAC Stock Holding History

Gould Asset 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	$770K	Buy	13,517 +1,270	+10%	+$67.5K	0.12%	89
2026 Q1	$597K	Buy	12,247 +398	+3%	+$20.5K	0.1%	98
2025 Q4	$652K	Buy	11,849 +2,370	+25%	+$125K	0.12%	86
2025 Q3	$489K	Hold	9,479	–	–	0.09%	111
2025 Q2	$449K	Buy	9,479 +1,613	+21%	+$67.9K	0.09%	107
2025 Q1	$328K	Sell	7,866 -2,278	-22%	-$102K	0.07%	123
2024 Q4	$446K	Buy	10,144 +865	+9%	+$38.1K	0.09%	103
2024 Q3	$368K	Buy	9,279 +3,000	+48%	+$120K	0.08%	120
2024 Q2	$250K	Sell	6,279 -400	-6%	-$15.3K	0.06%	140
2024 Q1	$253K	Sell	6,679 -364	-5%	-$12.5K	0.06%	139
2023 Q4	$237K	Buy	+7,043	New	+$205K	0.06%	136
2022 Q2	–	Sell	-5,682	Closed	-$234K	–	143
2022 Q1	$234K	Hold	5,682	–	–	0.07%	127
2021 Q4	$253K	Hold	5,682	–	–	0.07%	120
2021 Q3	$241K	Sell	5,682 -682	-11%	-$27.5K	0.07%	115
2021 Q2	$262K	Sell	6,364 -1,200	-16%	-$49.2K	0.07%	130
2021 Q1	$293K	Buy	7,564 +700	+10%	+$24.2K	0.09%	111
2020 Q4	$208K	Buy	+6,864	New	+$184K	0.06%	133
2020 Q1	–	Sell	-7,114	Closed	-$251K	–	126
2019 Q4	$251K	Sell	7,114 -3,550	-33%	-$115K	0.08%	122
2019 Q3	$311K	Buy	10,664 +1,000	+10%	+$28.8K	0.11%	102
2019 Q2	$280K	Buy	9,664 +1,500	+18%	+$43.3K	0.1%	109
2019 Q1	$225K	Buy	+8,164	New	+$231K	0.08%	122
2018 Q4	–	Sell	-7,264	Closed	-$214K	–	128
2018 Q3	$214K	Buy	+7,264	New	+$221K	0.09%	129

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gould Asset Management's BAC Position: Q2 2026 in Review

Gould Asset Management increased its Bank of America (BAC) stake by 10% in Q2 2026, buying an estimated $67.5K and bringing the position to 13,517 shares worth $770K. The position accounts for 0.12% of the portfolio, ranked #89.

Gould Asset Management first reported a position in BAC in Q3 2018 and has held it in 22 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Gould Asset Management held 13,517 shares of Bank of America worth $770K as of Q2 2026.
Gould Asset Management bought 1,270 Bank of America shares in Q2 2026, an estimated $67.5K.
Bank of America made up 0.12% of Gould Asset Management's portfolio in Q2 2026, its #89 holding.
Gould Asset Management first reported a position in Bank of America in Q3 2018 and has held it in 22 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.