Measured Wealth Private Client Group’s Bank of America BAC Stock Holding History

Measured Wealth Private Client Group’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	$66.2K	Hold	1,161	–	–	0.02%	287
2026 Q1	$56.6K	Hold	1,161	–	–	0.02%	283
2025 Q4	$63.9K	Sell	1,161 -1,804	-61%	-$95.4K	0.02%	287
2025 Q3	$153K	Sell	2,965 -2,018	-40%	-$98.4K	0.04%	208
2025 Q2	$236K	Buy	+4,983	New	+$210K	0.07%	162
2022 Q3	–	Sell	-6,827	Closed	-$213K	–	152
2022 Q2	$213K	Sell	6,827 -914	-12%	-$32.9K	0.09%	161
2022 Q1	$319K	Sell	7,741 -1,177	-13%	-$53.1K	0.12%	106
2021 Q4	$397K	Sell	8,918 -160	-2%	-$7.29K	0.14%	92
2021 Q3	$385K	Sell	9,078 -6,201	-41%	-$250K	0.15%	91
2021 Q2	$630K	Buy	15,279 +2,284	+18%	+$93.6K	0.2%	67
2021 Q1	$503K	Buy	12,995 +4,257	+49%	+$147K	0.18%	70
2020 Q4	$265K	Buy	8,738 +303	+4%	+$8.12K	0.11%	108
2020 Q3	$203K	Buy	+8,435	New	+$210K	0.1%	130
2020 Q1	–	Sell	-7,170	Closed	-$253K	–	105
2019 Q4	$253K	Buy	+7,170	New	+$232K	0.17%	82
2019 Q3	–	Sell	-13,515	Closed	-$392K	–	142
2019 Q2	$392K	Buy	13,515 +198	+1%	+$5.71K	0.23%	91
2019 Q1	$367K	Buy	13,317 +2,679	+25%	+$75.7K	0.23%	103
2018 Q4	$262K	Sell	10,638 -2,451	-19%	-$66.5K	0.24%	69
2018 Q3	$385K	Buy	13,089 +1,774	+16%	+$54K	0.23%	77
2018 Q2	$318K	Buy	+11,315	New	+$338K	0.26%	88

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

Measured Wealth Private Client Group's BAC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Bank of America (BAC) position steady in Q2 2026 at 1,161 shares worth $66.2K. The position accounts for 0.02% of the portfolio, ranked #287.

Measured Wealth Private Client Group first reported a position in BAC in Q2 2018 and has held it in 19 quarters since. The position peaked at $630K in Q2 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Measured Wealth Private Client Group held 1,161 shares of Bank of America worth $66.2K as of Q2 2026.
Measured Wealth Private Client Group left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #287 holding.
Measured Wealth Private Client Group first reported a position in Bank of America in Q2 2018 and has held it in 19 quarters since.
Measured Wealth Private Client Group's Bank of America position peaked at $630K in Q2 2021.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.