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Private Advisory Group’s Bank of America BAC Stock Holding History

Private Advisory 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 		$366K Sell
6,417
-135,171
-95% -$7.19M 0.02% 240
2026
Q1 		$6.9M Buy
141,588
+4,525
+3% +$234K 0.45% 66
2025
Q4 		$7.54M Buy
137,063
+6,326
+5% +$334K 0.59% 57
2025
Q3 		$6.74M Sell
130,737
-15,804
-11% -$771K 0.55% 55
2025
Q2 		$6.93M Buy
+146,541
New +$6.17M 0.63% 51
2024
Q3 		– Sell
-232,396
Closed -$9.24M – 199
2024
Q2 		$9.24M Sell
232,396
-7,988
-3% -$306K 1.2% 19
2024
Q1 		$9.12M Sell
240,384
-64,605
-21% -$2.22M 1.3% 17
2023
Q4 		$10.3M Sell
304,989
-13,409
-4% -$390K 1.78% 14
2023
Q3 		$8.72M Sell
318,398
-6,385
-2% -$189K 1.72% 15
2023
Q2 		$9.32M Sell
324,783
-5,826
-2% -$166K 1.85% 13
2023
Q1 		$9.46M Buy
330,609
+128,218
+63% +$4.23M 2.01% 12
2022
Q4 		$6.7M Sell
202,391
-3,950
-2% -$136K 1.47% 20
2022
Q3 		$6.23M Buy
+206,341
New +$6.9M 1.42% 19
2018
Q3 		– Sell
-23,299
Closed -$657K – 115
2018
Q2 		$657K Buy
23,299
+2,066
+10% +$61.6K 0.33% 85
2018
Q1 		$637K Sell
21,233
-2,723
-11% -$85.5K 0.39% 62
2017
Q4 		$707K Sell
23,956
-8,931
-27% -$246K 0.38% 67
2017
Q3 		$834K Sell
32,887
-427
-1% -$10.4K 0.49% 50
2017
Q2 		$808K Buy
33,314
+8,391
+34% +$196K 0.48% 49
2017
Q1 		$588K Sell
24,923
-100
-0.4% -$2.37K 0.39% 73
2016
Q4 		$553K Buy
+25,023
New +$482K 0.38% 60

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

Private Advisory Group's BAC Position: Q2 2026 in Review

Private Advisory Group reduced its Bank of America (BAC) stake by 95% in Q2 2026, selling an estimated $7.19M and leaving 6,417 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #240.

Private Advisory Group first reported a position in BAC in Q4 2016 and has held it in 20 quarters since. The position peaked at $10.3M in Q4 2023. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Private Advisory Group held 6,417 shares of Bank of America worth $366K as of Q2 2026.
  • Private Advisory Group sold 135,171 Bank of America shares in Q2 2026, an estimated $7.19M.
  • Bank of America made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #240 holding.
  • Private Advisory Group first reported a position in Bank of America in Q4 2016 and has held it in 20 quarters since.
  • Private Advisory Group's Bank of America position peaked at $10.3M in Q4 2023.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.