PWA
BAC icon

Principia Wealth Advisory’s Bank of America BAC Stock Holding History

Principia Wealth Advisory’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 		$30.2K Buy
530
+218
+70% +$11.6K 0.02% 149
2026
Q1 		$15.2K Sell
312
-30
-9% -$1.55K 0.01% 181
2025
Q4 		$18.8K Buy
342
+70
+26% +$3.7K 0.01% 158
2025
Q3 		$14K Buy
272
+30
+12% +$1.46K 0.01% 175
2025
Q2 		$11.5K Buy
242
+179
+284% +$7.53K 0.01% 159
2025
Q1 		$2.34K Sell
63
-110
-64% -$4.9K ﹤0.01% 268
2024
Q4 		$7.6K Buy
+173
New +$7.61K 0.01% 133

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's BAC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Bank of America (BAC) stake by 70% in Q2 2026, buying an estimated $11.6K and bringing the position to 530 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #149.

Principia Wealth Advisory first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Principia Wealth Advisory held 530 shares of Bank of America worth $30.2K as of Q2 2026.
  • Principia Wealth Advisory bought 218 Bank of America shares in Q2 2026, an estimated $11.6K.
  • Bank of America made up 0.02% of Principia Wealth Advisory's portfolio in Q2 2026, its #149 holding.
  • Principia Wealth Advisory first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.