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Guidance Point Advisors’s Bank of America BAC Stock Holding History

Guidance Point Advisors’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 		$565K Sell
9,910
-238
-2% -$12.7K 0.12% 63
2026
Q1 		$495K Sell
10,148
-86
-0.8% -$4.44K 0.12% 60
2025
Q4 		$563K Buy
10,234
+71
+0.7% +$3.75K 0.13% 55
2025
Q3 		$524K Sell
10,163
-2,427
-19% -$118K 0.13% 55
2025
Q2 		$596K Buy
12,590
+49
+0.4% +$2.06K 0.15% 49
2025
Q1 		$523K Buy
12,541
+39
+0.3% +$1.74K 0.15% 50
2024
Q4 		$549K Sell
12,502
-511
-4% -$22.5K 0.15% 48
2024
Q3 		$516K Buy
13,013
+44
+0.3% +$1.76K 0.15% 48
2024
Q2 		$516K Buy
12,969
+29
+0.2% +$1.11K 0.16% 47
2024
Q1 		$491K Sell
12,940
-79
-0.6% -$2.71K 0.16% 49
2023
Q4 		$438K Buy
13,019
+185
+1% +$5.39K 0.16% 46
2023
Q3 		$351K Buy
12,834
+424
+3% +$12.5K 0.14% 50
2023
Q2 		$356K Sell
12,410
-684
-5% -$19.5K 0.14% 57
2023
Q1 		$374K Buy
13,094
+51
+0.4% +$1.68K 0.15% 55
2022
Q4 		$432K Buy
13,043
+44
+0.3% +$1.52K 0.18% 52
2022
Q3 		$392K Buy
12,999
+46
+0.4% +$1.54K 0.18% 59
2022
Q2 		$403K Buy
12,953
+41
+0.3% +$1.48K 0.17% 60
2022
Q1 		$532K Buy
12,912
+6,369
+97% +$287K 0.2% 58
2021
Q4 		$291K Buy
6,543
+29
+0.4% +$1.32K 0.11% 71
2021
Q3 		$276K Buy
6,514
+33
+0.5% +$1.33K 0.1% 71
2021
Q2 		$267K Buy
6,481
+28
+0.4% +$1.15K 0.1% 77
2021
Q1 		$249K Buy
+6,453
New +$223K 0.1% 79
2020
Q1 		– Sell
-8,165
Closed -$287K – 63
2019
Q4 		$287K Buy
8,165
+42
+0.5% +$1.36K 0.14% 56
2019
Q3 		$236K Sell
8,123
-150
-2% -$4.31K 0.13% 58
2019
Q2 		$239K Sell
8,273
-157
-2% -$4.53K 0.14% 57
2019
Q1 		$232K Sell
8,430
-131
-2% -$3.7K 0.14% 57
2018
Q4 		$210K Buy
+8,561
New +$232K 0.14% 60

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

Guidance Point Advisors's BAC Position: Q2 2026 in Review

Guidance Point Advisors reduced its Bank of America (BAC) stake by 2.3% in Q2 2026, selling an estimated $12.7K and leaving 9,910 shares worth $565K. The position accounts for 0.12% of the portfolio, ranked #63.

Guidance Point Advisors first reported a position in BAC in Q4 2018 and has held it in 27 quarters since. The position peaked at $596K in Q2 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Guidance Point Advisors held 9,910 shares of Bank of America worth $565K as of Q2 2026.
  • Guidance Point Advisors sold 238 Bank of America shares in Q2 2026, an estimated $12.7K.
  • Bank of America made up 0.12% of Guidance Point Advisors's portfolio in Q2 2026, its #63 holding.
  • Guidance Point Advisors first reported a position in Bank of America in Q4 2018 and has held it in 27 quarters since.
  • Guidance Point Advisors's Bank of America position peaked at $596K in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.