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Kingsview Wealth Management’s Bank of America BAC Stock Holding History

Kingsview 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
2022
Q1 		– Sell
-100
Closed -$5K – 870
2021
Q4 		$5K Buy
+100
New +$4.56K ﹤0.01% 947
2018
Q4 		– Sell
-1,500
Closed -$1K – 379
2018
Q3 		$1K Buy
+1,500
New +$45.7K ﹤0.01% 383
2018
Q1 		– Sell
-1,000
Closed -$1K – 370
2017
Q4 		$1K Buy
1,000
+400
+67% +$11K ﹤0.01% 372
2017
Q3 		$1K Sell
600
-2,600
-81% -$63.1K ﹤0.01% 334
2017
Q2 		$3K Buy
+3,200
New +$74.6K ﹤0.01% 302

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

Kingsview Wealth Management's BAC Position: Q2 2026 in Review

Kingsview Wealth Management increased its Bank of America (BAC) stake by 0.8% in Q2 2026, buying an estimated $54.5K and bringing the position to 129,349 shares worth $7.37M. The position accounts for 0.09% of the portfolio, ranked #209.

Kingsview Wealth Management first reported a position in BAC in Q1 2017 and has held it in 38 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kingsview Wealth Management held 129,349 shares of Bank of America worth $7.37M as of Q2 2026.
  • Kingsview Wealth Management bought 1,024 Bank of America shares in Q2 2026, an estimated $54.5K.
  • Bank of America made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Kingsview Wealth Management first reported a position in Bank of America in Q1 2017 and has held it in 38 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.