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Lake Street Private Wealth’s Bank of America BAC Stock Holding History

Lake Street Private Wealth’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 		$2.09M Buy
36,593
+250
+0.7% +$13.3K 0.24% 84
2026
Q1 		$1.77M Sell
36,343
-1,091
-3% -$56.3K 0.23% 85
2025
Q4 		$2.06M Buy
37,434
+61
+0.2% +$3.22K 0.25% 78
2025
Q3 		$1.93M Buy
37,373
+128
+0.3% +$6.25K 0.25% 81
2025
Q2 		$1.76M Buy
37,245
+1,038
+3% +$43.7K 0.25% 80
2025
Q1 		$1.51M Sell
36,207
-822
-2% -$36.6K 0.25% 87
2024
Q4 		$1.63M Sell
37,029
-3,213
-8% -$141K 0.26% 77
2024
Q3 		$1.6M Sell
40,242
-8,805
-18% -$353K 0.26% 89
2024
Q2 		$1.95M Sell
49,047
-950
-2% -$36.4K 0.25% 94
2024
Q1 		$1.9M Buy
49,997
+19
+0% +$652 0.26% 92
2023
Q4 		$1.68M Sell
49,978
-3,984
-7% -$116K 0.27% 94
2023
Q3 		$1.49M Sell
53,962
-1,624
-3% -$48K 0.27% 101
2023
Q2 		$1.59M Sell
55,586
-267
-0.5% -$7.62K 0.28% 100
2023
Q1 		$1.6M Buy
55,853
+1,529
+3% +$50.5K 0.3% 96
2022
Q4 		$1.8M Buy
54,324
+226
+0.4% +$7.78K 0.37% 82
2022
Q3 		$1.63M Sell
54,098
-5,374
-9% -$180K 0.38% 79
2022
Q2 		$1.85M Sell
59,472
-2,386
-4% -$85.9K 0.39% 75
2022
Q1 		$2.55M Buy
61,858
+3,892
+7% +$176K 0.46% 63
2021
Q4 		$2.58M Buy
57,966
+22,748
+65% +$1.04M 0.45% 59
2021
Q3 		$1.5M Buy
35,218
+713
+2% +$28.7K 0.36% 77
2021
Q2 		$1.43M Hold
34,505
– – 0.36% 78
2021
Q1 		$1.33M Sell
34,505
-475
-1% -$16.4K 0.37% 77
2020
Q4 		$1.06M Sell
34,980
-305
-0.9% -$8.18K 0.31% 85
2020
Q3 		$850K Sell
35,285
-3,275
-8% -$81.5K 0.29% 83
2020
Q2 		$915K Sell
38,560
-15,150
-28% -$358K 0.34% 77
2020
Q1 		$1.14M Sell
53,710
-9,378
-15% -$281K 0.52% 65
2019
Q4 		$2.22M Buy
63,088
+1,783
+3% +$57.6K 0.85% 39
2019
Q3 		$1.79M Sell
61,305
-1,850
-3% -$53.2K 0.81% 45
2019
Q2 		$1.83M Sell
63,155
-1,700
-3% -$49K 1.08% 29
2019
Q1 		$1.79M Buy
+64,855
New +$1.83M 1.23% 27

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 $3.38T AUM 44.17% 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

Lake Street Private Wealth's BAC Position: Q2 2026 in Review

Lake Street Private Wealth increased its Bank of America (BAC) stake by 0.69% in Q2 2026, buying an estimated $13.3K and bringing the position to 36,593 shares worth $2.09M. The position accounts for 0.24% of the portfolio, ranked #84.

Lake Street Private Wealth first reported a position in BAC in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.58M in Q4 2021. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lake Street Private Wealth held 36,593 shares of Bank of America worth $2.09M as of Q2 2026.
  • Lake Street Private Wealth bought 250 Bank of America shares in Q2 2026, an estimated $13.3K.
  • Bank of America made up 0.24% of Lake Street Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Lake Street Private Wealth first reported a position in Bank of America in Q1 2019 and has held it in 30 quarters since.
  • Lake Street Private Wealth's Bank of America position peaked at $2.58M in Q4 2021.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.