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Pinnacle Wealth Management Group’s Bank of America BAC Stock Holding History

Pinnacle Wealth Management Group’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 		$204K Sell
3,584
-600
-14% -$31.9K 0.1% 125
2026
Q1 		$204K Sell
4,184
-1,351
-24% -$69.7K 0.1% 116
2025
Q4 		$304K Sell
5,535
-600
-10% -$31.7K 0.15% 98
2025
Q3 		$317K Sell
6,135
-265
-4% -$12.9K 0.16% 91
2025
Q2 		$303K Buy
+6,400
New +$269K 0.17% 96
2025
Q1 		– Sell
-7,848
Closed -$345K – 114
2024
Q4 		$345K Hold
7,848
– – 0.21% 83
2024
Q3 		$311K Sell
7,848
-2,900
-27% -$116K 0.2% 90
2024
Q2 		$427K Sell
10,748
-412
-4% -$15.8K 0.29% 63
2024
Q1 		$423K Sell
11,160
-440
-4% -$15.1K 0.31% 63
2023
Q4 		$391K Hold
11,600
– – 0.32% 63
2023
Q3 		$318K Buy
11,600
+60
+0.5% +$1.77K 0.29% 69
2023
Q2 		$331K Sell
11,540
-1,300
-10% -$37.1K 0.29% 66
2023
Q1 		$367K Buy
12,840
+735
+6% +$24.3K 0.32% 64
2022
Q4 		$401K Buy
12,105
+20
+0.2% +$689 0.36% 60
2022
Q3 		$365K Hold
12,085
– – 0.32% 66
2022
Q2 		$376K Hold
12,085
– – 0.31% 75
2022
Q1 		$498K Buy
12,085
+1,300
+12% +$58.7K 0.37% 60
2021
Q4 		$480K Sell
10,785
-570
-5% -$26K 0.36% 65
2021
Q3 		$482K Sell
11,355
-2,475
-18% -$99.7K 0.36% 67
2021
Q2 		$570K Buy
+13,830
New +$567K 0.42% 62

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Pinnacle Wealth Management Group's BAC Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Bank of America (BAC) stake by 14% in Q2 2026, selling an estimated $31.9K and leaving 3,584 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #125.

Pinnacle Wealth Management Group first reported a position in BAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $570K in Q2 2021. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pinnacle Wealth Management Group held 3,584 shares of Bank of America worth $204K as of Q2 2026.
  • Pinnacle Wealth Management Group sold 600 Bank of America shares in Q2 2026, an estimated $31.9K.
  • Bank of America made up 0.1% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #125 holding.
  • Pinnacle Wealth Management Group first reported a position in Bank of America in Q2 2021 and has held it in 20 quarters since.
  • Pinnacle Wealth Management Group's Bank of America position peaked at $570K in Q2 2021.
  • 739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.