Portfolio Design Labs’s Bank of America BAC Stock Holding History

Portfolio Design Labs’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	$2.83M	Buy	49,622 +434	+0.9%	+$23.1K	0.46%	46
2026 Q1	$2.4M	Sell	49,188 -2,709	-5%	-$140K	0.43%	41
2025 Q4	$2.85M	Buy	51,897 +2,418	+5%	+$128K	0.47%	39
2025 Q3	$2.55M	Buy	49,479 +19,823	+67%	+$967K	0.44%	48
2025 Q2	$1.4M	Sell	29,656 -25,347	-46%	-$1.07M	0.28%	70
2025 Q1	$2.3M	Sell	55,003 -87,351	-61%	-$3.89M	0.47%	70
2024 Q4	$6.26M	Buy	142,354 +23,367	+20%	+$1.03M	1.28%	14
2024 Q3	$4.72M	Buy	118,987 +12,307	+12%	+$493K	1.32%	15
2024 Q2	$4.24M	Buy	106,680 +4,403	+4%	+$169K	1.31%	17
2024 Q1	$3.88M	Sell	102,277 -63,798	-38%	-$2.19M	1.3%	17
2023 Q4	$5.59M	Buy	+166,075	New	+$4.84M	2.12%	12

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

Portfolio Design Labs's BAC Position: Q2 2026 in Review

Portfolio Design Labs increased its Bank of America (BAC) stake by 0.88% in Q2 2026, buying an estimated $23.1K and bringing the position to 49,622 shares worth $2.83M. The position accounts for 0.46% of the portfolio, ranked #46.

Portfolio Design Labs first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.26M in Q4 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Portfolio Design Labs held 49,622 shares of Bank of America worth $2.83M as of Q2 2026.
Portfolio Design Labs bought 434 Bank of America shares in Q2 2026, an estimated $23.1K.
Bank of America made up 0.46% of Portfolio Design Labs's portfolio in Q2 2026, its #46 holding.
Portfolio Design Labs first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Portfolio Design Labs's Bank of America position peaked at $6.26M in Q4 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.