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Pinnacle Family Advisors’s Bank of America BAC Stock Holding History

Pinnacle Family 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 		$384K Sell
6,732
-873
-11% -$46.4K 0.16% 102
2026
Q1 		$371K Buy
7,605
+234
+3% +$12.1K 0.17% 92
2025
Q4 		$405K Buy
7,371
+147
+2% +$7.77K 0.18% 90
2025
Q3 		$373K Buy
7,224
+53
+0.7% +$2.59K 0.16% 90
2025
Q2 		$338K Buy
+7,171
New +$302K 0.16% 88
2021
Q1 		– Sell
-6,677
Closed -$202K – 122
2020
Q4 		$202K Buy
+6,677
New +$179K 0.12% 123

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

Pinnacle Family Advisors's BAC Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $46.4K and leaving 6,732 shares worth $384K. The position accounts for 0.16% of the portfolio, ranked #102.

Pinnacle Family Advisors first reported a position in BAC in Q4 2020 and has held it in 6 quarters since. The position peaked at $405K in Q4 2025. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pinnacle Family Advisors held 6,732 shares of Bank of America worth $384K as of Q2 2026.
  • Pinnacle Family Advisors sold 873 Bank of America shares in Q2 2026, an estimated $46.4K.
  • Bank of America made up 0.16% of Pinnacle Family Advisors's portfolio in Q2 2026, its #102 holding.
  • Pinnacle Family Advisors first reported a position in Bank of America in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Family Advisors's Bank of America position peaked at $405K in Q4 2025.
  • 3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.