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My Personal CFO LLC’s Bank of America BAC Stock Holding History

My Personal CFO LLC’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 		$305K Sell
5,346
-1,340
-20% -$71.3K 0.12% 78
2026
Q1 		$326K Hold
6,686
– – 0.14% 72
2025
Q4 		$368K Buy
+6,686
New +$353K 0.15% 72
2025
Q3 		– Sell
-6,638
Closed -$314K – 99
2025
Q2 		$314K Sell
6,638
-176
-3% -$7.41K 0.14% 74
2025
Q1 		$284K Sell
6,814
-129
-2% -$5.75K 0.14% 77
2024
Q4 		$305K Buy
6,943
+1
+0% +$44 0.16% 72
2024
Q3 		$275K Buy
6,942
+123
+2% +$4.93K 0.15% 77
2024
Q2 		$271K Sell
6,819
-278
-4% -$10.7K 0.14% 89
2024
Q1 		$269K Buy
7,097
+49
+0.7% +$1.68K 0.16% 85
2023
Q4 		$237K Buy
+7,048
New +$205K 0.15% 87
2023
Q3 		– Sell
-9,066
Closed -$260K – 84
2023
Q2 		$260K Sell
9,066
-205
-2% -$5.85K 0.2% 71
2023
Q1 		$265K Buy
9,271
+9,262
+102,911% +$306K 0.23% 61
2022
Q4 		$308K Hold
9
– – 0.28% 53
2022
Q3 		$313K Sell
9
-9,208
-100% -$308K 0.48% 45
2022
Q2 		$287K Buy
9,217
+422
+5% +$15.2K 0.37% 46
2022
Q1 		$363K Sell
8,795
-453
-5% -$20.4K 0.38% 40
2021
Q4 		$411K Buy
+9,248
New +$421K 0.36% 41

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

My Personal CFO LLC's BAC Position: Q2 2026 in Review

My Personal CFO LLC reduced its Bank of America (BAC) stake by 20% in Q2 2026, selling an estimated $71.3K and leaving 5,346 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #78.

My Personal CFO LLC first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $411K in Q4 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • My Personal CFO LLC held 5,346 shares of Bank of America worth $305K as of Q2 2026.
  • My Personal CFO LLC sold 1,340 Bank of America shares in Q2 2026, an estimated $71.3K.
  • Bank of America made up 0.12% of My Personal CFO LLC's portfolio in Q2 2026, its #78 holding.
  • My Personal CFO LLC first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • My Personal CFO LLC's Bank of America position peaked at $411K in Q4 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.