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Opal Wealth Advisors’s Bank of America BAC Stock Holding History

Opal Wealth Advisors’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 		$826K Buy
14,502
+1,118
+8% +$59.5K 0.18% 64
2026
Q1 		$652K Sell
13,384
-44
-0.3% -$2.27K 0.15% 78
2025
Q4 		$739K Sell
13,428
-739
-5% -$39.1K 0.19% 69
2025
Q3 		$731K Sell
14,167
-1,774
-11% -$86.5K 0.2% 66
2025
Q2 		$754K Buy
15,941
+359
+2% +$15.1K 0.21% 58
2025
Q1 		$650K Sell
15,582
-170
-1% -$7.58K 0.2% 61
2024
Q4 		$692K Buy
15,752
+468
+3% +$20.6K 0.21% 67
2024
Q3 		$606K Buy
15,284
+1,050
+7% +$42.1K 0.19% 70
2024
Q2 		$566K Buy
14,234
+1,696
+14% +$65K 0.18% 73
2024
Q1 		$475K Buy
12,538
+1,829
+17% +$62.8K 0.16% 84
2023
Q4 		$361K Sell
10,709
-836
-7% -$24.3K 0.14% 109
2023
Q3 		$316K Buy
11,545
+51
+0.4% +$1.51K 0.19% 94
2023
Q2 		$330K Buy
+11,494
New +$328K 0.16% 81
2023
Q1 		– Sell
-6,561
Closed -$217K – 116
2022
Q4 		$217K Sell
6,561
-198
-3% -$6.82K 0.12% 112
2022
Q3 		$204K Buy
6,759
+79
+1% +$2.64K 0.15% 97
2022
Q2 		$208K Buy
6,680
+127
+2% +$4.57K 0.14% 101
2022
Q1 		$270K Sell
6,553
-734
-10% -$33.1K 0.24% 75
2021
Q4 		$324K Buy
7,287
+2,029
+39% +$92.4K 0.21% 79
2021
Q3 		$223K Sell
5,258
-2,016
-28% -$81.2K 0.21% 71
2021
Q2 		$300K Sell
7,274
-1,012
-12% -$41.5K 0.28% 53
2021
Q1 		$321K Buy
8,286
+1,361
+20% +$47K 0.35% 38
2020
Q4 		$210K Buy
+6,925
New +$186K 0.26% 67

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

Opal Wealth Advisors's BAC Position: Q2 2026 in Review

Opal Wealth Advisors increased its Bank of America (BAC) stake by 8.4% in Q2 2026, buying an estimated $59.5K and bringing the position to 14,502 shares worth $826K. The position accounts for 0.18% of the portfolio, ranked #64.

Opal Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Opal Wealth Advisors held 14,502 shares of Bank of America worth $826K as of Q2 2026.
  • Opal Wealth Advisors bought 1,118 Bank of America shares in Q2 2026, an estimated $59.5K.
  • Bank of America made up 0.18% of Opal Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Opal Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.