Oak Barrel Wealth Advisory’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Other funds holding BAC
Oak Barrel Wealth Advisory's BAC Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in Bank of America (BAC) in Q2 2026: 9,582 shares worth $546K. The stake represents 0.24% of the portfolio and ranks #51 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in BAC as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Oak Barrel Wealth Advisory held 9,582 shares of Bank of America worth $546K as of Q2 2026.
- Bank of America was a new Oak Barrel Wealth Advisory position in Q2 2026.
- Bank of America made up 0.24% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #51 holding.
- Oak Barrel Wealth Advisory first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.