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Legacy Wealth Management (Idaho)’s Bank of America BAC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-468
Closed -$22.8K – 258
2026
Q1 		$22.8K Buy
468
+163
+53% +$8.41K 0.01% 364
2025
Q4 		$16.8K Buy
305
+298
+4,257% +$15.8K 0.01% 348
2025
Q3 		$362 Sell
7
-32
-82% -$1.56K ﹤0.01% 707
2025
Q2 		$1.85K Sell
39
-50
-56% -$2.1K ﹤0.01% 525
2025
Q1 		$3.71K Hold
89
– – ﹤0.01% 454
2024
Q4 		$4.22K Hold
89
– – ﹤0.01% 406
2024
Q3 		$4.08K Buy
+89
New +$3.57K ﹤0.01% 408

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 Wealth Management (Idaho)'s BAC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Bank of America (BAC) in Q2 2026, closing a stake of 468 shares — an estimated $22.8K sold.

Legacy Wealth Management (Idaho) first reported a position in BAC in Q3 2024 and held it in 7 quarters. The position peaked at $22.8K in Q1 2026. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 468 Bank of America shares in Q2 2026, an estimated $22.8K.
  • Legacy Wealth Management (Idaho) first reported a position in Bank of America in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Bank of America position peaked at $22.8K in Q1 2026.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.