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Legacy Trust’s Bank of America BAC Stock Holding History

Legacy Trust’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 		$226K Buy
+3,962
New +$211K 0.04% 194
2026
Q1 		– Sell
-3,861
Closed -$212K – 204
2025
Q4 		$212K Buy
+3,861
New +$204K 0.04% 184

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

Legacy Trust's BAC Position: Q2 2026 in Review

Legacy Trust opened a new position in Bank of America (BAC) in Q2 2026: 3,962 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #194 among its holdings. This is a return to the name: Legacy Trust previously reported a position in BAC as recently as Q4 2025.

Legacy Trust first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Legacy Trust held 3,962 shares of Bank of America worth $226K as of Q2 2026.
  • Bank of America was a new Legacy Trust position in Q2 2026.
  • Bank of America made up 0.04% of Legacy Trust's portfolio in Q2 2026, its #194 holding.
  • Legacy Trust first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.