Nalls Sherbakoff Group’s Bank of America BAC Stock Holding History

Nalls Sherbakoff 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	$1.43K	Sell	25 -2,374	-99%	-$126K	﹤0.01%	342
2026 Q1	$117K	Sell	2,399 -79	-3%	-$4.08K	0.09%	133
2025 Q4	$136K	Hold	2,478	–	–	0.1%	128
2025 Q3	$128K	Hold	2,478	–	–	0.09%	130
2025 Q2	$117K	Buy	2,478 +900	+57%	+$37.9K	0.09%	128
2025 Q1	$65.8K	Buy	+1,578	New	+$70.3K	0.05%	163
2023 Q4	$59.7K	Sell	1,773 -137	-7%	-$3.99K	0.05%	154
2023 Q3	$52.3K	Sell	1,910 -161	-8%	-$4.76K	0.05%	151
2023 Q2	$57.5K	Buy	2,071 +11	+0.5%	+$314	0.06%	151
2023 Q1	$58.3K	Buy	+2,060	New	+$68K	0.06%	151
2018 Q4	$48K	Buy	+1,963	New	+$53.3K	0.08%	146

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

Nalls Sherbakoff Group's BAC Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Bank of America (BAC) stake by 99% in Q2 2026, selling an estimated $126K and leaving 25 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Nalls Sherbakoff Group first reported a position in BAC in Q4 2018 and has held it in 11 quarters since. The position peaked at $136K in Q4 2025. 3,602 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Nalls Sherbakoff Group held 25 shares of Bank of America worth $1.43K as of Q2 2026.
Nalls Sherbakoff Group sold 2,374 Bank of America shares in Q2 2026, an estimated $126K.
Bank of America made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #342 holding.
Nalls Sherbakoff Group first reported a position in Bank of America in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Bank of America position peaked at $136K in Q4 2025.
3,602 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.