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Novak & Powell Financial Services’s Bank of America BAC Stock Holding History

Novak & Powell Financial Services’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 		$401K Buy
7,044
+3
+0% +$160 0.19% 103
2026
Q1 		$343K Buy
7,041
+3
+0% +$155 0.18% 114
2025
Q4 		$387K Sell
7,038
-78
-1% -$4.12K 0.2% 97
2025
Q3 		$367K Sell
7,116
-70
-1% -$3.42K 0.19% 100
2025
Q2 		$340K Sell
7,186
-1,090
-13% -$45.9K 0.24% 93
2025
Q1 		$345K Buy
8,276
+10
+0.1% +$446 0.21% 97
2024
Q4 		$363K Buy
8,266
+9
+0.1% +$396 0.22% 97
2024
Q3 		$328K Sell
8,257
-20
-0.2% -$802 0.19% 103
2024
Q2 		$329K Sell
8,277
-6
-0.1% -$230 0.2% 99
2024
Q1 		$314K Buy
8,283
+10
+0.1% +$343 0.24% 97
2023
Q4 		$279K Buy
+8,273
New +$241K 0.19% 106

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

Novak & Powell Financial Services's BAC Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Bank of America (BAC) stake by 0.04% in Q2 2026, buying an estimated $160 and bringing the position to 7,044 shares worth $401K. The position accounts for 0.19% of the portfolio, ranked #103.

Novak & Powell Financial Services first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Novak & Powell Financial Services held 7,044 shares of Bank of America worth $401K as of Q2 2026.
  • Novak & Powell Financial Services bought 3 Bank of America shares in Q2 2026, an estimated $160.
  • Bank of America made up 0.19% of Novak & Powell Financial Services's portfolio in Q2 2026, its #103 holding.
  • Novak & Powell Financial Services first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.