Grant Private Wealth Management’s Bank of America BAC Stock Holding History

Grant Private 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	$415K	Sell	7,281 -395	-5%	-$21K	0.17%	106
2026 Q1	$374K	Buy	7,676 +3	+0%	+$155	0.2%	102
2025 Q4	$422K	Sell	7,673 -12	-0.2%	-$634	0.25%	85
2025 Q3	$396K	Sell	7,685 -110,471	-93%	-$5.39M	0.24%	88
2025 Q2	$5.59M	Buy	118,156 +110,845	+1,516%	+$4.66M	3.17%	10
2025 Q1	$305K	Sell	7,311 -56	-0.8%	-$2.5K	0.33%	90
2024 Q4	$324K	Buy	+7,367	New	+$324K	0.35%	75

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Grant Private Wealth Management's BAC Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Bank of America (BAC) stake by 5.1% in Q2 2026, selling an estimated $21K and leaving 7,281 shares worth $415K. The position accounts for 0.17% of the portfolio, ranked #106.

Grant Private Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.59M in Q2 2025. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Grant Private Wealth Management held 7,281 shares of Bank of America worth $415K as of Q2 2026.
Grant Private Wealth Management sold 395 Bank of America shares in Q2 2026, an estimated $21K.
Bank of America made up 0.17% of Grant Private Wealth Management's portfolio in Q2 2026, its #106 holding.
Grant Private Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Bank of America position peaked at $5.59M in Q2 2025.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.