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Maltin Wealth Management’s Bank of America BAC Stock Holding History

Maltin 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 		$676K Buy
11,857
+176
+2% +$9.36K 0.23% 78
2026
Q1 		$569K Buy
11,681
+3,402
+41% +$176K 0.22% 78
2025
Q4 		$455K Buy
8,279
+56
+0.7% +$2.96K 0.18% 86
2025
Q3 		$424K Buy
8,223
+40
+0.5% +$1.95K 0.18% 87
2025
Q2 		$387K Buy
8,183
+812
+11% +$34.2K 0.17% 87
2025
Q1 		$308K Buy
7,371
+40
+0.5% +$1.78K 0.14% 100
2024
Q4 		$322K Buy
7,331
+27
+0.4% +$1.19K 0.16% 101
2024
Q3 		$290K Buy
7,304
+41
+0.6% +$1.64K 0.14% 100
2024
Q2 		$289K Buy
7,263
+40
+0.6% +$1.53K 0.16% 94
2024
Q1 		$274K Buy
7,223
+41
+0.6% +$1.41K 0.15% 100
2023
Q4 		$242K Buy
+7,182
New +$209K 0.15% 100
2023
Q3 		– Sell
-7,080
Closed -$203K – 111
2023
Q2 		$203K Buy
7,080
+49
+0.7% +$1.4K 0.14% 101
2023
Q1 		$201K Buy
7,031
+358
+5% +$11.8K 0.15% 100
2022
Q4 		$221K Sell
6,673
-20,288
-75% -$699K 0.16% 98
2022
Q3 		$814K Buy
26,961
+18,566
+221% +$621K 0.64% 56
2022
Q2 		$261K Buy
8,395
+48
+0.6% +$1.73K 0.19% 94
2022
Q1 		$344K Sell
8,347
-1,128
-12% -$50.9K 0.23% 87
2021
Q4 		$422K Buy
9,475
+730
+8% +$33.3K 0.25% 83
2021
Q3 		$371K Buy
8,745
+49
+0.6% +$1.97K 0.23% 79
2021
Q2 		$359K Buy
8,696
+45
+0.5% +$1.84K 0.22% 81
2021
Q1 		$335K Buy
8,651
+1,269
+17% +$43.8K 0.22% 80
2020
Q4 		$224K Buy
+7,382
New +$198K 0.16% 86
2020
Q1 		– Sell
-7,507
Closed -$264K – 82
2019
Q4 		$264K Buy
+7,507
New +$243K 0.17% 62

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

Maltin Wealth Management's BAC Position: Q2 2026 in Review

Maltin Wealth Management increased its Bank of America (BAC) stake by 1.5% in Q2 2026, buying an estimated $9.36K and bringing the position to 11,857 shares worth $676K. The position accounts for 0.23% of the portfolio, ranked #78.

Maltin Wealth Management first reported a position in BAC in Q4 2019 and has held it in 23 quarters since. The position peaked at $814K in Q3 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Maltin Wealth Management held 11,857 shares of Bank of America worth $676K as of Q2 2026.
  • Maltin Wealth Management bought 176 Bank of America shares in Q2 2026, an estimated $9.36K.
  • Bank of America made up 0.23% of Maltin Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Maltin Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 23 quarters since.
  • Maltin Wealth Management's Bank of America position peaked at $814K in Q3 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.