Jamison Private Wealth Management’s Bank of America BAC Stock Holding History

Jamison Private 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	$15.4M	Buy	270,050 +1,986	+0.7%	+$106K	1.55%	16
2026 Q1	$13.1M	Buy	268,064 +1,273	+0.5%	+$65.7K	1.59%	15
2025 Q4	$14.7M	Sell	266,791 -191	-0.1%	-$10.1K	1.78%	15
2025 Q3	$13.8M	Buy	266,982 +865	+0.3%	+$42.2K	1.74%	15
2025 Q2	$12.6M	Buy	266,117 +2,803	+1%	+$118K	1.81%	15
2025 Q1	$11M	Buy	263,314 +2,147	+0.8%	+$95.7K	1.67%	16
2024 Q4	$11.5M	Buy	261,167 +588	+0.2%	+$25.9K	1.69%	15
2024 Q3	$10.3M	Buy	260,579 +7,118	+3%	+$285K	1.57%	16
2024 Q2	$10.1M	Sell	253,461 -3,804	-1%	-$146K	1.68%	15
2024 Q1	$9.76M	Buy	257,265 +1,606	+0.6%	+$55.1K	1.65%	15
2023 Q4	$8.61M	Sell	255,659 -1,123	-0.4%	-$32.7K	1.61%	15
2023 Q3	$7.03M	Buy	+256,782	New	+$7.6M	1.45%	21

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

Jamison Private Wealth Management's BAC Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Bank of America (BAC) stake by 0.74% in Q2 2026, buying an estimated $106K and bringing the position to 270,050 shares worth $15.4M. The position accounts for 1.55% of the portfolio, ranked #16.

Jamison Private Wealth Management first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Jamison Private Wealth Management held 270,050 shares of Bank of America worth $15.4M as of Q2 2026.
Jamison Private Wealth Management bought 1,986 Bank of America shares in Q2 2026, an estimated $106K.
Bank of America made up 1.55% of Jamison Private Wealth Management's portfolio in Q2 2026, its #16 holding.
Jamison Private Wealth Management first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.