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Morling Financial Advisors’s Bank of America BAC Stock Holding History

Morling Financial 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 		$360K Buy
6,317
+9
+0.1% +$479 0.1% 54
2026
Q1 		$308K Hold
6,308
– – 0.09% 58
2025
Q4 		$347K Hold
6,308
– – 0.11% 54
2025
Q3 		$325K Sell
6,308
-106
-2% -$5.17K 0.11% 56
2025
Q2 		$304K Sell
6,414
-1,407
-18% -$59.2K 0.1% 60
2025
Q1 		$326K Buy
7,821
+588
+8% +$26.2K 0.11% 65
2024
Q4 		$318K Buy
7,233
+10
+0.1% +$440 0.11% 59
2024
Q3 		$287K Buy
7,223
+4
+0.1% +$160 0.11% 57
2024
Q2 		$287K Buy
7,219
+132
+2% +$5.06K 0.13% 47
2024
Q1 		$269K Sell
7,087
-524
-7% -$18K 0.15% 57
2023
Q4 		$256K Buy
7,611
+92
+1% +$2.68K 0.21% 48
2023
Q3 		$206K Sell
7,519
-307
-4% -$9.08K 0.2% 49
2023
Q2 		$225K Sell
7,826
-956
-11% -$27.3K 0.22% 49
2023
Q1 		$251K Buy
8,782
+1,117
+15% +$36.9K 0.27% 46
2022
Q4 		$254K Hold
7,665
– – 0.32% 44
2022
Q3 		$231K Hold
7,665
– – 0.31% 45
2022
Q2 		$239K Hold
7,665
– – 0.31% 45
2022
Q1 		$316K Hold
7,665
– – 0.4% 38
2021
Q4 		$341K Buy
+7,665
New +$349K 0.33% 32

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

Morling Financial Advisors's BAC Position: Q2 2026 in Review

Morling Financial Advisors increased its Bank of America (BAC) stake by 0.14% in Q2 2026, buying an estimated $479 and bringing the position to 6,317 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #54.

Morling Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Morling Financial Advisors held 6,317 shares of Bank of America worth $360K as of Q2 2026.
  • Morling Financial Advisors bought 9 Bank of America shares in Q2 2026, an estimated $479.
  • Bank of America made up 0.1% of Morling Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Morling Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.