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Pasadena Private Wealth’s Bank of America BAC Stock Holding History

Pasadena Private 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
2022
Q2 		– Sell
-15,000
Closed -$1K – 98
2022
Q1 		$1K Buy
+15,000
New +$677K ﹤0.01% 101
2020
Q2 		– Sell
-6,000
Closed -$6K – 79
2020
Q1 		$6K Buy
+6,000
New +$180K ﹤0.01% 74

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 $3.38T AUM 44.17% 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

Pasadena Private Wealth's BAC Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Bank of America (BAC) stake by 0.08% in Q2 2026, selling an estimated $2.13K and leaving 53,064 shares worth $3.02M. The position accounts for 0.38% of the portfolio, ranked #38.

Pasadena Private Wealth first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. 3,622 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pasadena Private Wealth held 53,064 shares of Bank of America worth $3.02M as of Q2 2026.
  • Pasadena Private Wealth sold 40 Bank of America shares in Q2 2026, an estimated $2.13K.
  • Bank of America made up 0.38% of Pasadena Private Wealth's portfolio in Q2 2026, its #38 holding.
  • Pasadena Private Wealth first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.