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Private Wealth Advisors (California)’s Bank of America BAC Stock Holding History

Private Wealth Advisors (California)’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 		$899K Buy
15,775
+17
+0.1% +$904 0.23% 60
2026
Q1 		$768K Buy
15,758
+20
+0.1% +$1.03K 0.22% 68
2025
Q4 		$866K Buy
15,738
+17
+0.1% +$899 0.28% 64
2025
Q3 		$811K Sell
15,721
-72
-0.5% -$3.51K 0.27% 63
2025
Q2 		$747K Buy
15,793
+18
+0.1% +$757 0.27% 60
2025
Q1 		$658K Buy
15,775
+22
+0.1% +$980 0.24% 59
2024
Q4 		$692K Buy
15,753
+20
+0.1% +$880 0.27% 55
2024
Q3 		$617K Sell
15,733
-202
-1% -$8.1K 0.24% 57
2024
Q2 		$638K Buy
15,935
+44
+0.3% +$1.69K 0.25% 55
2024
Q1 		$603K Buy
15,891
+25
+0.2% +$858 0.25% 56
2023
Q4 		$534K Hold
15,866
– – 0.21% 51
2023
Q3 		$434K Hold
15,866
– – 0.18% 57
2023
Q2 		$455K Sell
15,866
-45
-0.3% -$1.28K 0.19% 57
2023
Q1 		$455K Buy
15,911
+9,036
+131% +$298K 0.19% 57
2022
Q4 		$228K Sell
6,875
-99
-1% -$3.41K 0.08% 74
2022
Q3 		$211K Buy
6,974
+6
+0.1% +$201 0.1% 64
2022
Q2 		$250K Buy
6,968
+23
+0.3% +$828 0.09% 66
2022
Q1 		$286K Buy
6,945
+17
+0.2% +$767 0.09% 69
2021
Q4 		$308K Sell
6,928
-91
-1% -$4.15K 0.07% 81
2021
Q3 		$321K Buy
7,019
+17
+0.2% +$685 0.08% 92
2021
Q2 		$289K Sell
7,002
-1,436
-17% -$58.9K 0.09% 76
2021
Q1 		$326K Sell
8,438
-1,377
-14% -$47.5K 0.11% 67
2020
Q4 		$328K Buy
9,815
+38
+0.4% +$1.02K 0.11% 57
2020
Q3 		$236K Buy
9,777
+57
+0.6% +$1.42K 0.12% 55
2020
Q2 		$231K Sell
9,720
-469
-5% -$11.1K 0.16% 45
2020
Q1 		$216K Sell
10,189
-1,795
-15% -$53.8K 0.18% 47
2019
Q4 		$422K Sell
11,984
-1,003
-8% -$32.4K 0.24% 60
2019
Q3 		$379K Buy
12,987
+675
+5% +$19.4K 0.25% 47
2019
Q2 		$340K Hold
12,312
– – 0.23% 46
2019
Q1 		$340K Buy
12,312
+497
+4% +$14K 0.23% 46
2018
Q4 		$291K Buy
+11,815
New +$321K 0.24% 45

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 Wealth Advisors (California)'s BAC Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its Bank of America (BAC) stake by 0.11% in Q2 2026, buying an estimated $904 and bringing the position to 15,775 shares worth $899K. The position accounts for 0.23% of the portfolio, ranked #60.

Private Wealth Advisors (California) first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Private Wealth Advisors (California) held 15,775 shares of Bank of America worth $899K as of Q2 2026.
  • Private Wealth Advisors (California) bought 17 Bank of America shares in Q2 2026, an estimated $904.
  • Bank of America made up 0.23% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #60 holding.
  • Private Wealth Advisors (California) first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.