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Paces Ferry Wealth Advisors’s Bank of America BAC Stock Holding History

Paces Ferry 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 		$493K Sell
8,655
-269
-3% -$14.3K 0.18% 72
2026
Q1 		$435K Sell
8,924
-100
-1% -$5.16K 0.18% 76
2025
Q4 		$496K Sell
9,024
-84
-0.9% -$4.44K 0.2% 68
2025
Q3 		$470K Sell
9,108
-167
-2% -$8.15K 0.2% 70
2025
Q2 		$439K Sell
9,275
-231
-2% -$9.72K 0.2% 68
2025
Q1 		$397K Sell
9,506
-227
-2% -$10.1K 0.2% 72
2024
Q4 		$428K Sell
9,733
-195
-2% -$8.58K 0.21% 66
2024
Q3 		$394K Sell
9,928
-73
-0.7% -$2.93K 0.23% 75
2024
Q2 		$398K Sell
10,001
-76
-0.8% -$2.91K 0.24% 70
2024
Q1 		$382K Sell
10,077
-596
-6% -$20.5K 0.24% 73
2023
Q4 		$359K Buy
10,673
+433
+4% +$12.6K 0.25% 74
2023
Q3 		$280K Sell
10,240
-286
-3% -$8.46K 0.22% 85
2023
Q2 		$302K Sell
10,526
-1,608
-13% -$45.9K 0.23% 83
2023
Q1 		$347K Buy
12,134
+1,917
+19% +$63.3K 0.28% 78
2022
Q4 		$338K Buy
10,217
+120
+1% +$4.13K 0.33% 72
2022
Q3 		$305K Buy
10,097
+56
+0.6% +$1.87K 0.33% 69
2022
Q2 		$313K Buy
10,041
+48
+0.5% +$1.73K 0.31% 72
2022
Q1 		$412K Sell
9,993
-629
-6% -$28.4K 0.33% 64
2021
Q4 		$473K Sell
10,622
-2,900
-21% -$132K 0.34% 66
2021
Q3 		$574K Sell
13,522
-319
-2% -$12.8K 0.46% 51
2021
Q2 		$571K Sell
13,841
-434
-3% -$17.8K 0.44% 52
2021
Q1 		$552K Sell
14,275
-4
-0% -$138 0.48% 50
2020
Q4 		$433K Buy
14,279
+5,490
+62% +$147K 0.4% 63
2020
Q3 		$212K Buy
+8,789
New +$219K 0.18% 98

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

Paces Ferry Wealth Advisors's BAC Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Bank of America (BAC) stake by 3% in Q2 2026, selling an estimated $14.3K and leaving 8,655 shares worth $493K. The position accounts for 0.18% of the portfolio, ranked #72.

Paces Ferry Wealth Advisors first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. The position peaked at $574K in Q3 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Paces Ferry Wealth Advisors held 8,655 shares of Bank of America worth $493K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 269 Bank of America shares in Q2 2026, an estimated $14.3K.
  • Bank of America made up 0.18% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Paces Ferry Wealth Advisors first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Bank of America position peaked at $574K in Q3 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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