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Lifestyle Asset Management’s Bank of America BAC Stock Holding History

Lifestyle Asset Management’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 		$373K Buy
6,552
+144
+2% +$7.66K 0.1% 94
2026
Q1 		$312K Buy
6,408
+114
+2% +$5.88K 0.1% 114
2025
Q4 		$346K Buy
6,294
+368
+6% +$19.5K 0.11% 102
2025
Q3 		$306K Buy
5,926
+342
+6% +$16.7K 0.1% 113
2025
Q2 		$264K Buy
5,584
+483
+9% +$20.3K 0.12% 107
2025
Q1 		$213K Buy
5,101
+157
+3% +$7K 0.12% 104
2024
Q4 		$217K Sell
4,944
-101
-2% -$4.44K 0.12% 103
2024
Q3 		$200K Sell
5,045
-209
-4% -$8.38K 0.11% 104
2024
Q2 		$209K Sell
5,254
-708
-12% -$27.1K 0.12% 97
2024
Q1 		$226K Sell
5,962
-879
-13% -$30.2K 0.13% 88
2023
Q4 		$230K Sell
6,841
-513
-7% -$14.9K 0.13% 74
2023
Q3 		$201K Hold
7,354
– – 0.12% 85
2023
Q2 		$211K Buy
+7,354
New +$210K 0.13% 82

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

Lifestyle Asset Management's BAC Position: Q2 2026 in Review

Lifestyle Asset Management increased its Bank of America (BAC) stake by 2.2% in Q2 2026, buying an estimated $7.66K and bringing the position to 6,552 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #94.

Lifestyle Asset Management first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lifestyle Asset Management held 6,552 shares of Bank of America worth $373K as of Q2 2026.
  • Lifestyle Asset Management bought 144 Bank of America shares in Q2 2026, an estimated $7.66K.
  • Bank of America made up 0.1% of Lifestyle Asset Management's portfolio in Q2 2026, its #94 holding.
  • Lifestyle Asset Management first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.