OneAscent Family Office’s Bank of America BAC Stock Holding History

OneAscent Family Office’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	$666K	Buy	11,685 +1,465	+14%	+$77.9K	0.34%	65
2026 Q1	$498K	Buy	10,220 +101	+1%	+$5.21K	0.35%	70
2025 Q4	$557K	Buy	10,119 +1,417	+16%	+$74.9K	0.38%	66
2025 Q3	$449K	Sell	8,702 -407	-4%	-$19.9K	0.37%	72
2025 Q2	$431K	Sell	9,109 -9,059	-50%	-$381K	0.41%	59
2025 Q1	$758K	Buy	18,168 +10,000	+122%	+$446K	0.71%	40
2024 Q4	$359K	Buy	+8,168	New	+$359K	0.65%	38

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 $3.38T AUM 44.17% 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

OneAscent Family Office's BAC Position: Q2 2026 in Review

OneAscent Family Office increased its Bank of America (BAC) stake by 14% in Q2 2026, buying an estimated $77.9K and bringing the position to 11,685 shares worth $666K. The position accounts for 0.34% of the portfolio, ranked #65.

OneAscent Family Office first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $758K in Q1 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

OneAscent Family Office held 11,685 shares of Bank of America worth $666K as of Q2 2026.
OneAscent Family Office bought 1,465 Bank of America shares in Q2 2026, an estimated $77.9K.
Bank of America made up 0.34% of OneAscent Family Office's portfolio in Q2 2026, its #65 holding.
OneAscent Family Office first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
OneAscent Family Office's Bank of America position peaked at $758K in Q1 2025.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.