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Guardian Wealth Advisors (North Carolina)’s Bank of America BAC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.21M Sell
38,743
-1,338
-3% -$71.2K 0.12% 112
2026
Q1 		$1.95M Sell
40,081
-600
-1% -$31K 0.12% 108
2025
Q4 		$2.24M Sell
40,681
-9,819
-19% -$519K 0.14% 95
2025
Q3 		$2.61M Buy
50,500
+2
+0% +$98 0.17% 85
2025
Q2 		$2.39M Sell
50,498
-235
-0.5% -$9.89K 0.17% 84
2025
Q1 		$2.12M Buy
50,733
+6,924
+16% +$309K 0.17% 84
2024
Q4 		$1.93M Buy
43,809
+1,396
+3% +$61.4K 0.15% 88
2024
Q3 		$1.68M Sell
42,413
-151
-0.4% -$6.05K 0.18% 77
2024
Q2 		$1.69M Sell
42,564
-4,388
-9% -$168K 0.2% 70
2024
Q1 		$1.78M Buy
46,952
+30
+0.1% +$1.03K 0.22% 66
2023
Q4 		$1.58M Buy
46,922
+952
+2% +$27.7K 0.24% 62
2023
Q3 		$1.26M Buy
45,970
+2,315
+5% +$68.5K 0.21% 70
2023
Q2 		$1.25M Buy
43,655
+201
+0.5% +$5.74K 0.21% 63
2023
Q1 		$1.24M Buy
43,454
+1,099
+3% +$36.3K 0.22% 62
2022
Q4 		$1.4M Buy
42,355
+1,183
+3% +$40.7K 0.27% 47
2022
Q3 		$1.24M Buy
41,172
+4,258
+12% +$142K 0.23% 50
2022
Q2 		$1.15M Buy
36,914
+16,532
+81% +$595K 0.21% 55
2022
Q1 		$840K Sell
20,382
-4,201
-17% -$190K 0.36% 49
2021
Q4 		$1.09M Buy
+24,583
New +$1.12M 0.47% 42

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

Guardian Wealth Advisors (North Carolina)'s BAC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Bank of America (BAC) stake by 3.3% in Q2 2026, selling an estimated $71.2K and leaving 38,743 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #112.

Guardian Wealth Advisors (North Carolina) first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 38,743 shares of Bank of America worth $2.21M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1,338 Bank of America shares in Q2 2026, an estimated $71.2K.
  • Bank of America made up 0.12% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #112 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Bank of America position peaked at $2.61M in Q3 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.