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GWN Securities’s Bank of America BAC Stock Holding History

GWN Securities’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 		$820K Buy
14,397
+2,451
+21% +$130K 0.14% 196
2026
Q1 		$582K Buy
11,946
+2,172
+22% +$112K 0.11% 227
2025
Q4 		$538K Buy
9,774
+864
+10% +$45.7K 0.11% 216
2025
Q3 		$462K Buy
8,910
+1,889
+27% +$92.2K 0.11% 213
2025
Q2 		$333K Sell
7,021
-142,205
-95% -$5.98M 0.06% 283
2025
Q1 		$6.66M Buy
149,226
+122,336
+455% +$5.45M 0.38% 59
2024
Q4 		$1.24M Buy
+26,890
New +$1.18M 0.33% 69

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

GWN Securities's BAC Position: Q2 2026 in Review

GWN Securities increased its Bank of America (BAC) stake by 21% in Q2 2026, buying an estimated $130K and bringing the position to 14,397 shares worth $820K. The position accounts for 0.14% of the portfolio, ranked #196.

GWN Securities first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.66M in Q1 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • GWN Securities held 14,397 shares of Bank of America worth $820K as of Q2 2026.
  • GWN Securities bought 2,451 Bank of America shares in Q2 2026, an estimated $130K.
  • Bank of America made up 0.14% of GWN Securities's portfolio in Q2 2026, its #196 holding.
  • GWN Securities first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Bank of America position peaked at $6.66M in Q1 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.