Lorne Steinberg Wealth Management’s Bank of America BAC Stock Holding History

Lorne Steinberg Wealth 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	$207K	Buy	+3,641	New	+$194K	0.04%	72
2026 Q1	–	Sell	-3,991	Closed	-$220K	–	69
2025 Q4	$220K	Buy	+3,991	New	+$211K	0.05%	67
2023 Q1	–	Sell	-6,977	Closed	-$231K	–	67
2022 Q4	$231K	Hold	6,977	–	–	0.1%	67
2022 Q3	$211K	Sell	6,977 -185	-3%	-$6.18K	0.1%	60
2022 Q2	$223K	Hold	7,162	–	–	0.1%	63
2022 Q1	$295K	Sell	7,162 -1,385	-16%	-$62.5K	0.14%	56
2021 Q4	$380K	Buy	8,547 +1,674	+24%	+$76.3K	0.16%	54
2021 Q3	$292K	Sell	6,873 -400	-5%	-$16.1K	0.14%	57
2021 Q2	$300K	Buy	7,273 +1,028	+16%	+$42.1K	0.15%	56
2021 Q1	$242K	Buy	+6,245	New	+$215K	0.13%	59

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lorne Steinberg Wealth Management's BAC Position: Q2 2026 in Review

Lorne Steinberg Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 3,641 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings. This is a return to the name: Lorne Steinberg Wealth Management previously reported a position in BAC as recently as Q4 2025.

Lorne Steinberg Wealth Management first reported a position in BAC in Q1 2021 and has held it in 10 quarters since. The position peaked at $380K in Q4 2021. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lorne Steinberg Wealth Management held 3,641 shares of Bank of America worth $207K as of Q2 2026.
Bank of America was a new Lorne Steinberg Wealth Management position in Q2 2026.
Bank of America made up 0.04% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #72 holding.
Lorne Steinberg Wealth Management first reported a position in Bank of America in Q1 2021 and has held it in 10 quarters since.
Lorne Steinberg Wealth Management's Bank of America position peaked at $380K in Q4 2021.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.