Old North State Wealth Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$484K Buy
8,487
+40
+0.5% +$2.13K 0.21% 79
2026
Q1
$412K Buy
8,447
+23
+0.3% +$1.19K 0.19% 85
2025
Q4
$463K Buy
8,424
+93
+1% +$4.92K 0.22% 78
2025
Q3
$430K Buy
8,331
+45
+0.5% +$2.19K 0.2% 79
2025
Q2
$392K Buy
8,286
+45
+0.5% +$1.89K 0.2% 83
2025
Q1
$344K Sell
8,241
-21
-0.3% -$936 0.19% 86
2024
Q4
$363K Buy
8,262
+132
+2% +$5.81K 0.2% 77
2024
Q3
$323K Sell
8,130
-217
-3% -$8.7K 0.18% 78
2024
Q2
$332K Buy
8,347
+210
+3% +$8.05K 0.22% 64
2024
Q1
$309K Buy
8,137
+409
+5% +$14K 0.2% 67
2023
Q4
$260K Sell
7,728
-556
-7% -$16.2K 0.19% 70
2023
Q3
$227K Buy
8,284
+72
+0.9% +$2.13K 0.2% 64
2023
Q2
$236K Buy
+8,212
New +$234K 0.21% 65

Other funds holding BAC

Old North State Wealth Management's BAC Position: Q2 2026 in Review

Old North State Wealth Management increased its Bank of America (BAC) stake by 0.47% in Q2 2026, buying an estimated $2.13K and bringing the position to 8,487 shares worth $484K. The position accounts for 0.21% of the portfolio, ranked #79.

Old North State Wealth Management first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Old North State Wealth Management held 8,487 shares of Bank of America worth $484K as of Q2 2026.
  • Old North State Wealth Management bought 40 Bank of America shares in Q2 2026, an estimated $2.13K.
  • Bank of America made up 0.21% of Old North State Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Old North State Wealth Management first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.