Money Concepts Capital’s Bank of America BAC Stock Holding History

Money Concepts Capital’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	$429K	Sell	7,533 -666	-8%	-$35.4K	0.02%	439
2026 Q1	$400K	Buy	8,199 +3,235	+65%	+$167K	0.02%	411
2025 Q4	$273K	Buy	4,964 +182	+4%	+$9.62K	0.02%	449
2025 Q3	$247K	Buy	+4,782	New	+$233K	0.02%	418
2023 Q1	–	Sell	-34,317	Closed	-$1.14M	–	658
2022 Q4	$1.14M	Buy	34,317 +28,970	+542%	+$998K	0.05%	272
2022 Q3	$161K	Buy	5,347 +3,256	+156%	+$109K	0.01%	462
2022 Q2	$66K	Sell	2,091 -26,821	-93%	-$966K	0.01%	655
2022 Q1	$1.19M	Buy	+28,912	New	+$1.3M	0.07%	269

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 $3.38T AUM 44.17% 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

Money Concepts Capital's BAC Position: Q2 2026 in Review

Money Concepts Capital reduced its Bank of America (BAC) stake by 8.1% in Q2 2026, selling an estimated $35.4K and leaving 7,533 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #439.

Money Concepts Capital first reported a position in BAC in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.19M in Q1 2022. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Money Concepts Capital held 7,533 shares of Bank of America worth $429K as of Q2 2026.
Money Concepts Capital sold 666 Bank of America shares in Q2 2026, an estimated $35.4K.
Bank of America made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #439 holding.
Money Concepts Capital first reported a position in Bank of America in Q1 2022 and has held it in 8 quarters since.
Money Concepts Capital's Bank of America position peaked at $1.19M in Q1 2022.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.