PKS Advisory Services’s Bank of America BAC Stock Holding History

PKS Advisory Services’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	$451K	Buy	+7,918	New	+$421K	0.07%	234
2026 Q1	–	Sell	-4,067	Closed	-$224K	–	231
2025 Q4	$224K	Sell	4,067 -13	-0.3%	-$687	0.05%	231
2025 Q3	$210K	Buy	+4,080	New	+$199K	0.04%	229

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

PKS Advisory Services's BAC Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Bank of America (BAC) in Q2 2026: 7,918 shares worth $451K. The stake represents 0.07% of the portfolio and ranks #234 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in BAC as recently as Q4 2025.

PKS Advisory Services first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

PKS Advisory Services held 7,918 shares of Bank of America worth $451K as of Q2 2026.
Bank of America was a new PKS Advisory Services position in Q2 2026.
Bank of America made up 0.07% of PKS Advisory Services's portfolio in Q2 2026, its #234 holding.
PKS Advisory Services first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.