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Jackson Thornton Wealth Management’s Bank of America BAC Stock Holding History

Jackson Thornton Wealth Management’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 		$574K Buy
10,081
+2,177
+28% +$116K 0.05% 131
2026
Q1 		$415K Sell
7,904
-1,631
-17% -$84.2K 0.04% 131
2025
Q4 		$546K Buy
9,535
+607
+7% +$32.1K 0.05% 104
2025
Q3 		$445K Buy
8,928
+3,456
+63% +$169K 0.05% 114
2025
Q2 		$258K Buy
+5,472
New +$230K 0.03% 104
2025
Q1 		– Sell
-5,088
Closed -$224K – 105
2024
Q4 		$224K Buy
+5,088
New +$224K 0.03% 76

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

Jackson Thornton Wealth Management's BAC Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Bank of America (BAC) stake by 28% in Q2 2026, buying an estimated $116K and bringing the position to 10,081 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #131.

Jackson Thornton Wealth Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Jackson Thornton Wealth Management held 10,081 shares of Bank of America worth $574K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 2,177 Bank of America shares in Q2 2026, an estimated $116K.
  • Bank of America made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Jackson Thornton Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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