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High Note Wealth’s Bank of America BAC Stock Holding History

High Note 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 		$58.4K Sell
1,025
-272
-21% -$14.5K 0.01% 189
2026
Q1 		$63.3K Buy
1,297
+2
+0.2% +$103 0.01% 184
2025
Q4 		$71.2K Buy
1,295
+309
+31% +$16.3K 0.01% 173
2025
Q3 		$50.9K Buy
986
+18
+2% +$878 0.01% 178
2025
Q2 		$45.8K Sell
968
-50
-5% -$2.1K 0.01% 178
2025
Q1 		$42.5K Hold
1,018
– – 0.01% 181
2024
Q4 		$44.7K Buy
+1,018
New +$44.8K 0.01% 179

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

High Note Wealth's BAC Position: Q2 2026 in Review

High Note Wealth reduced its Bank of America (BAC) stake by 21% in Q2 2026, selling an estimated $14.5K and leaving 1,025 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #189.

High Note Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.2K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • High Note Wealth held 1,025 shares of Bank of America worth $58.4K as of Q2 2026.
  • High Note Wealth sold 272 Bank of America shares in Q2 2026, an estimated $14.5K.
  • Bank of America made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #189 holding.
  • High Note Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Bank of America position peaked at $71.2K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.