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Lifeworks Advisors’s Bank of America BAC Stock Holding History

Lifeworks 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 		– Sell
-4,226
Closed -$206K – 339
2026
Q1 		$206K Sell
4,226
-418
-9% -$21.6K 0.03% 291
2025
Q4 		$255K Buy
+4,644
New +$245K 0.03% 286

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

Lifeworks Advisors's BAC Position: Q2 2026 in Review

Lifeworks Advisors sold out of Bank of America (BAC) in Q2 2026, closing a stake of 4,226 shares — an estimated $206K sold.

Lifeworks Advisors first reported a position in BAC in Q4 2025 and held it in 2 quarters. The position peaked at $255K in Q4 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lifeworks Advisors reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 4,226 Bank of America shares in Q2 2026, an estimated $206K.
  • Lifeworks Advisors first reported a position in Bank of America in Q4 2025 and held it in 2 quarters.
  • Lifeworks Advisors's Bank of America position peaked at $255K in Q4 2025.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.