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

Ledgewood 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 		$992K Hold
17,414
– – 0.53% 31
2026
Q1 		$849K Hold
17,414
– – 0.48% 31
2025
Q4 		$958K Hold
17,414
– – 0.55% 30
2025
Q3 		$898K Hold
17,414
– – 0.53% 32
2025
Q2 		$824K Buy
17,414
+10
+0.1% +$421 0.52% 31
2025
Q1 		$726K Sell
17,404
-443
-2% -$19.7K 0.47% 32
2024
Q4 		$784K Buy
17,847
+11
+0.1% +$484 0.51% 32
2024
Q3 		$708K Buy
17,836
+2,012
+13% +$80.6K 0.48% 28
2024
Q2 		$629K Sell
15,824
-366
-2% -$14K 0.54% 29
2024
Q1 		$614K Sell
16,190
-300
-2% -$10.3K 0.57% 28
2023
Q4 		$555K Buy
+16,490
New +$480K 0.51% 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

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

Ledgewood Wealth Advisors held its Bank of America (BAC) position steady in Q2 2026 at 17,414 shares worth $992K. The position accounts for 0.53% of the portfolio, ranked #31.

Ledgewood Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ledgewood Wealth Advisors held 17,414 shares of Bank of America worth $992K as of Q2 2026.
  • Ledgewood Wealth Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.53% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Ledgewood Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.