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Legacy Edge Advisors’s Bank of America BAC Stock Holding History

Legacy Edge 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 		$375K Hold
6,583
– – 0.03% 166
2026
Q1 		$321K Sell
6,583
-248
-4% -$12.8K 0.03% 177
2025
Q4 		$376K Sell
6,831
-73
-1% -$3.86K 0.04% 161
2025
Q3 		$356K Buy
6,904
+600
+10% +$29.3K 0.04% 156
2025
Q2 		$298K Hold
6,304
– – 0.04% 171
2025
Q1 		$263K Buy
6,304
+324
+5% +$14.4K 0.04% 159
2024
Q4 		$263K Sell
5,980
-43
-0.7% -$1.89K 0.04% 155
2024
Q3 		$239K Sell
6,023
-190
-3% -$7.62K 0.04% 168
2024
Q2 		$247K Buy
+6,213
New +$238K 0.05% 154

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

Legacy Edge Advisors's BAC Position: Q2 2026 in Review

Legacy Edge Advisors held its Bank of America (BAC) position steady in Q2 2026 at 6,583 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #166.

Legacy Edge Advisors first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $376K in Q4 2025. 3,620 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Legacy Edge Advisors held 6,583 shares of Bank of America worth $375K as of Q2 2026.
  • Legacy Edge Advisors left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #166 holding.
  • Legacy Edge Advisors first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • Legacy Edge Advisors's Bank of America position peaked at $376K in Q4 2025.
  • 3,620 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.