Investmark Advisory Group’s Bank of America BAC Stock Holding History

Investmark Advisory Group’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	$220K	Buy	+3,858	New	+$205K	0.08%	137
2024 Q4	–	Sell	-5,074	Closed	-$201K	–	118
2024 Q3	$201K	Hold	5,074	–	–	0.1%	119
2024 Q2	$202K	Buy	+5,074	New	+$194K	0.11%	113
2022 Q1	–	Sell	-1,500	Closed	-$66K	–	112
2021 Q4	$66K	Buy	+1,500	New	+$68.3K	0.06%	142

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investmark Advisory Group's BAC Position: Q2 2026 in Review

Investmark Advisory Group opened a new position in Bank of America (BAC) in Q2 2026: 3,858 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #137 among its holdings. This is a return to the name: Investmark Advisory Group previously reported a position in BAC as recently as Q3 2024.

Investmark Advisory Group first reported a position in BAC in Q4 2021 and has held it in 4 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Investmark Advisory Group held 3,858 shares of Bank of America worth $220K as of Q2 2026.
Bank of America was a new Investmark Advisory Group position in Q2 2026.
Bank of America made up 0.08% of Investmark Advisory Group's portfolio in Q2 2026, its #137 holding.
Investmark Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 4 quarters since.
3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.