Olistico Wealth’s Bank of America BAC Stock Holding History

Olistico Wealth’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	$79.3K	Hold	1,393	–	–	0.03%	136
2026 Q1	$67.9K	Hold	1,393	–	–	0.03%	144
2025 Q4	$76.6K	Buy	+1,393	New	+$73.6K	0.04%	129
2025 Q3	–	Sell	-2,843	Closed	-$135K	–	113
2025 Q2	$135K	Buy	+2,843	New	+$120K	0.07%	115
2025 Q1	–	Sell	-200	Closed	-$8.79K	–	348
2024 Q4	$8.79K	Hold	200	–	–	0.01%	248
2024 Q3	$7.94K	Hold	200	–	–	﹤0.01%	258
2024 Q2	$7.95K	Buy	+200	New	+$7.67K	0.01%	256

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

Olistico Wealth's BAC Position: Q2 2026 in Review

Olistico Wealth held its Bank of America (BAC) position steady in Q2 2026 at 1,393 shares worth $79.3K. The position accounts for 0.03% of the portfolio, ranked #136.

Olistico Wealth first reported a position in BAC in Q2 2024 and has held it in 7 quarters since. The position peaked at $135K in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Olistico Wealth held 1,393 shares of Bank of America worth $79.3K as of Q2 2026.
Olistico Wealth left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #136 holding.
Olistico Wealth first reported a position in Bank of America in Q2 2024 and has held it in 7 quarters since.
Olistico Wealth's Bank of America position peaked at $135K in Q2 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.