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Marks Group Wealth Management’s Bank of America BAC Stock Holding History

Marks Group 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 		$451K Buy
7,922
+247
+3% +$13.1K 0.04% 282
2026
Q1 		$374K Buy
7,675
+650
+9% +$33.5K 0.04% 276
2025
Q4 		$386K Buy
7,025
+937
+15% +$49.5K 0.04% 263
2025
Q3 		$314K Hold
6,088
– – 0.03% 256
2025
Q2 		$288K Sell
6,088
-804
-12% -$33.8K 0.03% 262
2025
Q1 		$288K Hold
6,892
– – 0.03% 278
2024
Q4 		$303K Hold
6,892
– – 0.03% 255
2024
Q3 		$273K Sell
6,892
-1,162
-14% -$46.6K 0.03% 263
2024
Q2 		$320K Sell
8,054
-637
-7% -$24.4K 0.03% 251
2024
Q1 		$330K Hold
8,691
– – 0.03% 257
2023
Q4 		$293K Buy
8,691
+530
+6% +$15.4K 0.03% 264
2023
Q3 		$223K Buy
+8,161
New +$241K 0.03% 266

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

Marks Group Wealth Management's BAC Position: Q2 2026 in Review

Marks Group Wealth Management increased its Bank of America (BAC) stake by 3.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 7,922 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #282.

Marks Group Wealth Management first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Marks Group Wealth Management held 7,922 shares of Bank of America worth $451K as of Q2 2026.
  • Marks Group Wealth Management bought 247 Bank of America shares in Q2 2026, an estimated $13.1K.
  • Bank of America made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Marks Group Wealth Management first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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