McCarter Private Wealth Services’s Bank of America BAC Stock Holding History

McCarter Private Wealth Services’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	$1.09M	Sell	19,177 -3,454	-15%	-$184K	0.38%	74
2026 Q1	$1.1M	Buy	22,631 +2,655	+13%	+$137K	0.48%	56
2025 Q4	$1.1M	Buy	19,976 +805	+4%	+$42.6K	0.49%	51
2025 Q3	$989K	Buy	19,171 +740	+4%	+$36.1K	0.51%	45
2025 Q2	$872K	Sell	18,431 -111	-0.6%	-$4.67K	0.5%	45
2025 Q1	$774K	Buy	18,542 +680	+4%	+$30.3K	0.51%	41
2024 Q4	$785K	Buy	17,862 +1,250	+8%	+$55K	0.5%	42
2024 Q3	$659K	Buy	+16,612	New	+$666K	0.42%	47

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

McCarter Private Wealth Services's BAC Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Bank of America (BAC) stake by 15% in Q2 2026, selling an estimated $184K and leaving 19,177 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #74.

McCarter Private Wealth Services first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2026. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

McCarter Private Wealth Services held 19,177 shares of Bank of America worth $1.09M as of Q2 2026.
McCarter Private Wealth Services sold 3,454 Bank of America shares in Q2 2026, an estimated $184K.
Bank of America made up 0.38% of McCarter Private Wealth Services's portfolio in Q2 2026, its #74 holding.
McCarter Private Wealth Services first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Bank of America position peaked at $1.1M in Q1 2026.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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