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Pension & Wealth Management Advisors’s Bank of America BAC Stock Holding History

Pension & Wealth Management 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 		$799K Buy
14,019
+1,092
+8% +$58.1K 0.22% 73
2026
Q1 		$630K Sell
12,927
-423
-3% -$21.8K 0.19% 85
2025
Q4 		$734K Buy
+13,350
New +$706K 0.22% 70
2025
Q2 		– Sell
-226
Closed -$9.45K – 501
2025
Q1 		$9.45K Buy
226
+1
+0.4% +$45 ﹤0.01% 366
2024
Q4 		$9.89K Buy
+225
New +$9.9K ﹤0.01% 366

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's BAC Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Bank of America (BAC) stake by 8.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 14,019 shares worth $799K. The position accounts for 0.22% of the portfolio, ranked #73.

Pension & Wealth Management Advisors first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. 3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pension & Wealth Management Advisors held 14,019 shares of Bank of America worth $799K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 1,092 Bank of America shares in Q2 2026, an estimated $58.1K.
  • Bank of America made up 0.22% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #73 holding.
  • Pension & Wealth Management Advisors first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • 3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.