PWM
BAC icon

Pines Wealth Management’s Bank of America BAC Stock Holding History

Pines Wealth Management’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 		$343K Sell
6,025
-47
-0.8% -$2.5K 0.1% 173
2026
Q1 		$296K Sell
6,072
-1,483
-20% -$76.5K 0.1% 177
2025
Q4 		$416K Sell
7,555
-271
-3% -$14.3K 0.13% 147
2025
Q3 		$404K Buy
7,826
+3,177
+68% +$155K 0.14% 151
2025
Q2 		$227K Buy
+4,649
New +$196K 0.08% 208
2025
Q1 		– Sell
-5,579
Closed -$252K – 200
2024
Q4 		$252K Buy
+5,579
New +$245K 0.11% 175

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

Pines Wealth Management's BAC Position: Q2 2026 in Review

Pines Wealth Management reduced its Bank of America (BAC) stake by 0.77% in Q2 2026, selling an estimated $2.5K and leaving 6,025 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #173.

Pines Wealth Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pines Wealth Management held 6,025 shares of Bank of America worth $343K as of Q2 2026.
  • Pines Wealth Management sold 47 Bank of America shares in Q2 2026, an estimated $2.5K.
  • Bank of America made up 0.1% of Pines Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Pines Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Bank of America position peaked at $416K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.