Maxele Advisors’s Bank of America BAC Stock Holding History

Maxele 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	$450K	Buy	+7,892	New	+$420K	0.31%	63
2025 Q4	$440K	Sell	7,992 -200	-2%	-$10.6K	0.36%	63
2025 Q3	$423K	Hold	8,192	–	–	0.36%	62
2025 Q2	$388K	Sell	8,192 -265	-3%	-$11.1K	0.34%	67
2025 Q1	$353K	Sell	8,457 -100	-1%	-$4.46K	0.34%	68
2024 Q4	$376K	Buy	+8,557	New	+$376K	0.36%	63
2022 Q3	$303K	Sell	10,027 -95	-0.9%	-$3.18K	0.51%	55
2022 Q2	$315K	Sell	10,122 -485	-5%	-$17.5K	0.49%	56
2022 Q1	$437K	Sell	10,607 -245	-2%	-$11.1K	0.54%	48
2021 Q4	$483K	Buy	+10,852	New	+$494K	0.56%	49

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

Maxele Advisors's BAC Position: Q2 2026 in Review

Maxele Advisors opened a new position in Bank of America (BAC) in Q2 2026: 7,892 shares worth $450K. The stake represents 0.31% of the portfolio and ranks #63 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in BAC as recently as Q4 2025.

Maxele Advisors first reported a position in BAC in Q4 2021 and has held it in 10 quarters since. The position peaked at $483K in Q4 2021. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Maxele Advisors held 7,892 shares of Bank of America worth $450K as of Q2 2026.
Bank of America was a new Maxele Advisors position in Q2 2026.
Bank of America made up 0.31% of Maxele Advisors's portfolio in Q2 2026, its #63 holding.
Maxele Advisors first reported a position in Bank of America in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's Bank of America position peaked at $483K in Q4 2021.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.