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

Outlook 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 		$864K Buy
15,162
+128
+0.9% +$6.81K 0.19% 114
2026
Q1 		$733K Sell
15,034
-101
-0.7% -$5.21K 0.18% 122
2025
Q4 		$832K Buy
15,135
+1,633
+12% +$86.3K 0.19% 102
2025
Q3 		$697K Sell
13,502
-159
-1% -$7.76K 0.17% 123
2025
Q2 		$646K Sell
13,661
-295
-2% -$12.4K 0.17% 122
2025
Q1 		$582K Sell
13,956
-88
-0.6% -$3.92K 0.16% 122
2024
Q4 		$617K Buy
14,044
+330
+2% +$14.5K 0.18% 117
2024
Q3 		$544K Buy
+13,714
New +$550K 0.16% 123
2020
Q1 		– Sell
-7,947
Closed -$280K – 155
2019
Q4 		$280K Buy
+7,947
New +$257K 0.16% 122

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

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

Outlook Wealth Advisors increased its Bank of America (BAC) stake by 0.85% in Q2 2026, buying an estimated $6.81K and bringing the position to 15,162 shares worth $864K. The position accounts for 0.19% of the portfolio, ranked #114.

Outlook Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 9 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Outlook Wealth Advisors held 15,162 shares of Bank of America worth $864K as of Q2 2026.
  • Outlook Wealth Advisors bought 128 Bank of America shares in Q2 2026, an estimated $6.81K.
  • Bank of America made up 0.19% of Outlook Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Outlook Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 9 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.