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Kingswood Wealth Advisors’s Bank of America BAC Stock Holding History

Kingswood Wealth Advisors’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 		$6.21M Buy
108,963
+1,770
+2% +$94.1K 0.25% 97
2026
Q1 		$5.23M Sell
107,193
-4,763
-4% -$246K 0.25% 91
2025
Q4 		$6.16M Buy
111,956
+20,370
+22% +$1.08M 0.3% 78
2025
Q3 		$4.72M Buy
91,586
+12,767
+16% +$623K 0.29% 87
2025
Q2 		$3.73M Sell
78,819
-990
-1% -$41.6K 0.29% 72
2025
Q1 		$3.33M Sell
79,809
-4,962
-6% -$221K 0.3% 77
2024
Q4 		$3.73M Sell
84,771
-25,244
-23% -$1.11M 0.28% 75
2024
Q3 		$4.36M Sell
110,015
-3,632
-3% -$146K 0.31% 70
2024
Q2 		$4.52M Buy
113,647
+34,189
+43% +$1.31M 0.41% 45
2024
Q1 		$3.01M Buy
79,458
+11,947
+18% +$410K 0.35% 60
2023
Q4 		$2.27M Buy
67,511
+46,950
+228% +$1.37M 0.26% 84
2023
Q3 		$2.12M Sell
20,561
-27,065
-57% -$801K 0.36% 71
2023
Q2 		$1.37M Buy
+47,626
New +$1.36M 0.44% 55

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

Kingswood Wealth Advisors's BAC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Bank of America (BAC) stake by 1.7% in Q2 2026, buying an estimated $94.1K and bringing the position to 108,963 shares worth $6.21M. The position accounts for 0.25% of the portfolio, ranked #97.

Kingswood Wealth Advisors first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kingswood Wealth Advisors held 108,963 shares of Bank of America worth $6.21M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,770 Bank of America shares in Q2 2026, an estimated $94.1K.
  • Bank of America made up 0.25% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Kingswood Wealth Advisors first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.