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MASECO Private Wealth’s Bank of America BAC Stock Holding History

MASECO Private Wealth’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 		$22.8K Buy
401
+64
+19% +$3.4K ﹤0.01% 205
2026
Q1 		$16.4K Buy
+337
New +$17.4K ﹤0.01% 206
2025
Q3 		– Sell
-285
Closed -$13.5K – 298
2025
Q2 		$13.5K Buy
+285
New +$12K ﹤0.01% 302

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

MASECO Private Wealth's BAC Position: Q2 2026 in Review

MASECO Private Wealth increased its Bank of America (BAC) stake by 19% in Q2 2026, buying an estimated $3.4K and bringing the position to 401 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

MASECO Private Wealth first reported a position in BAC in Q2 2025 and has held it in 3 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MASECO Private Wealth held 401 shares of Bank of America worth $22.8K as of Q2 2026.
  • MASECO Private Wealth bought 64 Bank of America shares in Q2 2026, an estimated $3.4K.
  • Bank of America made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #205 holding.
  • MASECO Private Wealth first reported a position in Bank of America in Q2 2025 and has held it in 3 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.