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Hamilton Wealth’s Bank of America BAC Stock Holding History

Hamilton 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 		$375K Buy
6,578
+103
+2% +$5.48K 0.07% 84
2026
Q1 		$316K Buy
+6,475
New +$334K 0.06% 87
2024
Q4 		– Sell
-5,106
Closed -$203K – 98
2024
Q3 		$203K Sell
5,106
-378
-7% -$15.1K 0.05% 102
2024
Q2 		$218K Hold
5,484
– – 0.06% 90
2024
Q1 		$208K Sell
5,484
-2,077
-27% -$71.3K 0.06% 97
2023
Q4 		$255K Sell
7,561
-790
-9% -$23K 0.08% 74
2023
Q3 		$229K Buy
+8,351
New +$247K 0.08% 82

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

Hamilton Wealth's BAC Position: Q2 2026 in Review

Hamilton Wealth increased its Bank of America (BAC) stake by 1.6% in Q2 2026, buying an estimated $5.48K and bringing the position to 6,578 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #84.

Hamilton Wealth first reported a position in BAC in Q3 2023 and has held it in 7 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Hamilton Wealth held 6,578 shares of Bank of America worth $375K as of Q2 2026.
  • Hamilton Wealth bought 103 Bank of America shares in Q2 2026, an estimated $5.48K.
  • Bank of America made up 0.07% of Hamilton Wealth's portfolio in Q2 2026, its #84 holding.
  • Hamilton Wealth first reported a position in Bank of America in Q3 2023 and has held it in 7 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.