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Portside Wealth Group’s Bank of America BAC Stock Holding History

Portside Wealth 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 		$3.51M Buy
61,540
+4,082
+7% +$217K 0.41% 60
2026
Q1 		$2.8M Buy
57,458
+1,912
+3% +$98.7K 0.38% 57
2025
Q4 		$3.06M Sell
55,546
-2,665
-5% -$141K 0.41% 58
2025
Q3 		$3M Buy
58,211
+1,475
+3% +$72K 0.41% 58
2025
Q2 		$2.68M Buy
56,736
+6,441
+13% +$271K 0.4% 65
2025
Q1 		$2.1M Buy
50,295
+1,896
+4% +$84.5K 0.34% 72
2024
Q4 		$2.13M Buy
48,399
+2,566
+6% +$113K 0.35% 69
2024
Q3 		$1.82M Sell
45,833
-2,959
-6% -$119K 0.31% 80
2024
Q2 		$1.94M Sell
48,792
-6,373
-12% -$244K 0.37% 72
2024
Q1 		$2.09M Buy
55,165
+1,298
+2% +$44.6K 0.39% 73
2023
Q4 		$1.81M Buy
53,867
+4,019
+8% +$117K 0.34% 83
2023
Q3 		$1.36M Buy
49,848
+1,985
+4% +$58.7K 0.26% 96
2023
Q2 		$1.37M Buy
+47,863
New +$1.37M 0.25% 97

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

Portside Wealth Group's BAC Position: Q2 2026 in Review

Portside Wealth Group increased its Bank of America (BAC) stake by 7.1% in Q2 2026, buying an estimated $217K and bringing the position to 61,540 shares worth $3.51M. The position accounts for 0.41% of the portfolio, ranked #60.

Portside Wealth Group first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Portside Wealth Group held 61,540 shares of Bank of America worth $3.51M as of Q2 2026.
  • Portside Wealth Group bought 4,082 Bank of America shares in Q2 2026, an estimated $217K.
  • Bank of America made up 0.41% of Portside Wealth Group's portfolio in Q2 2026, its #60 holding.
  • Portside Wealth Group first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.