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Mowery & Schoenfeld Wealth Management’s Bank of America BAC Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$591K Hold
10,373
– – 0.81% 24
2026
Q1 		$506K Sell
10,373
-566
-5% -$29.2K 0.77% 27
2025
Q4 		$602K Buy
10,939
+566
+5% +$29.9K 0.87% 23
2025
Q3 		$535K Sell
10,373
-1,483
-13% -$72.3K 0.92% 22
2025
Q2 		$561K Hold
11,856
– – 0.85% 23
2025
Q1 		$495K Hold
11,856
– – 0.97% 24
2024
Q4 		$521K Buy
+11,856
New +$522K 1.01% 21

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

Mowery & Schoenfeld Wealth Management's BAC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 10,373 shares worth $591K. The position accounts for 0.81% of the portfolio, ranked #24.

Mowery & Schoenfeld Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $602K in Q4 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 10,373 shares of Bank of America worth $591K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.81% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Bank of America position peaked at $602K in Q4 2025.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.