Gray Private Wealth’s Bank of America BAC Stock Holding History

Gray Private Wealth’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	$241K	Sell	4,230 -59	-1%	-$3.14K	0.1%	50
2026 Q1	$209K	Buy	+4,289	New	+$221K	0.11%	48

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

Gray Private Wealth's BAC Position: Q2 2026 in Review

Gray Private Wealth reduced its Bank of America (BAC) stake by 1.4% in Q2 2026, selling an estimated $3.14K and leaving 4,230 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #50.

Gray Private Wealth first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. 3,593 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Gray Private Wealth held 4,230 shares of Bank of America worth $241K as of Q2 2026.
Gray Private Wealth sold 59 Bank of America shares in Q2 2026, an estimated $3.14K.
Bank of America made up 0.1% of Gray Private Wealth's portfolio in Q2 2026, its #50 holding.
Gray Private Wealth first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
3,593 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.