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

Physician 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	$477K	Buy	8,364 +200	+2%	+$10.6K	0.06%	121
2026 Q1	$398K	Sell	8,164 -91	-1%	-$4.7K	0.06%	123
2025 Q4	$454K	Buy	8,255 +260	+3%	+$13.7K	0.06%	112
2025 Q3	$412K	Buy	7,995 +581	+8%	+$28.3K	0.06%	120
2025 Q2	$351K	Buy	7,414 +448	+6%	+$18.8K	0.06%	129
2025 Q1	$291K	Hold	6,966	–	–	0.05%	140
2024 Q4	$306K	Sell	6,966 -604	-8%	-$26.6K	0.05%	134
2024 Q3	$319K	Buy	7,570 +604	+9%	+$24.2K	0.06%	128
2024 Q2	$307K	Buy	6,966 +531	+8%	+$20.4K	0.06%	123
2024 Q1	$223K	Sell	6,435 -908	-12%	-$31.2K	0.05%	152
2023 Q4	$239K	Buy	+7,343	New	+$214K	0.05%	140
2022 Q2	–	Sell	-5,711	Closed	-$221K	–	150
2022 Q1	$221K	Hold	5,711	–	–	0.06%	143
2021 Q4	$281K	Hold	5,711	–	–	0.07%	132
2021 Q3	$265K	Hold	5,711	–	–	0.07%	130
2021 Q2	$217K	Hold	5,711	–	–	0.06%	142
2021 Q1	$227K	Buy	+5,711	New	+$197K	0.07%	130

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Physician Wealth Advisors increased its Bank of America (BAC) stake by 2.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 8,364 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #121.

Physician Wealth Advisors first reported a position in BAC in Q1 2021 and has held it in 16 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Physician Wealth Advisors held 8,364 shares of Bank of America worth $477K as of Q2 2026.
Physician Wealth Advisors bought 200 Bank of America shares in Q2 2026, an estimated $10.6K.
Bank of America made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Physician Wealth Advisors first reported a position in Bank of America in Q1 2021 and has held it in 16 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.