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Koenig Investment Advisory’s Bank of America BAC Stock Holding History

Koenig Investment Advisory’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 		$436K Buy
7,656
+6
+0.1% +$319 0.34% 27
2026
Q1 		$373K Sell
7,650
-34
-0.4% -$1.75K 0.32% 29
2025
Q4 		$402K Buy
+7,684
New +$406K 0.33% 29

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

Koenig Investment Advisory's BAC Position: Q2 2026 in Review

Koenig Investment Advisory increased its Bank of America (BAC) stake by 0.08% in Q2 2026, buying an estimated $319 and bringing the position to 7,656 shares worth $436K. The position accounts for 0.34% of the portfolio, ranked #27.

Koenig Investment Advisory first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Koenig Investment Advisory held 7,656 shares of Bank of America worth $436K as of Q2 2026.
  • Koenig Investment Advisory bought 6 Bank of America shares in Q2 2026, an estimated $319.
  • Bank of America made up 0.34% of Koenig Investment Advisory's portfolio in Q2 2026, its #27 holding.
  • Koenig Investment Advisory first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.