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Personal CFO Solutions’s Bank of America BAC Stock Holding History

Personal CFO Solutions’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 		$2.28M Buy
39,972
+2,946
+8% +$157K 0.33% 49
2026
Q1 		$1.81M Buy
37,026
+68
+0.2% +$3.51K 0.25% 66
2025
Q4 		$2.03M Buy
36,958
+16
+0% +$846 0.32% 51
2025
Q3 		$1.91M Buy
36,942
+385
+1% +$18.8K 0.33% 52
2025
Q2 		$1.73M Sell
36,557
-281
-0.8% -$11.8K 0.32% 58
2025
Q1 		$1.54M Buy
36,838
+2,779
+8% +$124K 0.31% 65
2024
Q4 		$1.5M Buy
34,059
+1,275
+4% +$56.1K 0.29% 64
2024
Q3 		$1.3M Sell
32,784
-107
-0.3% -$4.29K 0.18% 107
2024
Q2 		$1.31M Sell
32,891
-76
-0.2% -$2.91K 0.2% 92
2024
Q1 		$1.25M Buy
32,967
+3,899
+13% +$134K 0.2% 99
2023
Q4 		$979K Sell
29,068
-734
-2% -$21.4K 0.17% 120
2023
Q3 		$816K Buy
29,802
+809
+3% +$23.9K 0.16% 124
2023
Q2 		$832K Buy
28,993
+1,261
+5% +$36K 0.17% 123
2023
Q1 		$793K Buy
27,732
+13
+0% +$429 0.16% 117
2022
Q4 		$918K Buy
27,719
+1,216
+5% +$41.9K 0.19% 98
2022
Q3 		$800K Sell
26,503
-214
-0.8% -$7.15K 0.2% 96
2022
Q2 		$832K Buy
26,717
+1,031
+4% +$37.1K 0.2% 91
2022
Q1 		$1.06M Buy
25,686
+1,425
+6% +$64.3K 0.21% 98
2021
Q4 		$1.08M Buy
24,261
+159
+0.7% +$7.24K 0.2% 106
2021
Q3 		$1.02M Sell
24,102
-326
-1% -$13.1K 0.21% 99
2021
Q2 		$1.01M Buy
24,428
+3,228
+15% +$132K 0.21% 97
2021
Q1 		$820K Buy
21,200
+8,988
+74% +$310K 0.18% 108
2020
Q4 		$370K Buy
12,212
+1,111
+10% +$29.8K 0.09% 204
2020
Q3 		$0 Buy
11,101
+766
+7% +$19.1K ﹤0.01% 152
2020
Q2 		$245K Sell
10,335
-2,174
-17% -$51.4K 0.07% 245
2020
Q1 		$266K Buy
12,509
+6,536
+109% +$196K 0.1% 184
2019
Q4 		$210K Buy
+5,973
New +$193K 0.06% 310

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

Personal CFO Solutions's BAC Position: Q2 2026 in Review

Personal CFO Solutions increased its Bank of America (BAC) stake by 8% in Q2 2026, buying an estimated $157K and bringing the position to 39,972 shares worth $2.28M. The position accounts for 0.33% of the portfolio, ranked #49.

Personal CFO Solutions first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Personal CFO Solutions held 39,972 shares of Bank of America worth $2.28M as of Q2 2026.
  • Personal CFO Solutions bought 2,946 Bank of America shares in Q2 2026, an estimated $157K.
  • Bank of America made up 0.33% of Personal CFO Solutions's portfolio in Q2 2026, its #49 holding.
  • Personal CFO Solutions first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.