Private Wealth Asset Management’s Bank of America BAC Stock Holding History

Private Wealth Asset Management’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	$1.76M	Sell	30,918 -1,984	-6%	-$106K	0.17%	88
2026 Q1	$1.6M	Sell	32,902 -3,914	-11%	-$202K	0.17%	91
2025 Q4	$2.02M	Sell	36,816 -771	-2%	-$40.8K	0.22%	73
2025 Q3	$1.94M	Sell	37,587 -5,576	-13%	-$272K	0.23%	69
2025 Q2	$2.04M	Buy	43,163 +504	+1%	+$21.2K	0.27%	62
2025 Q1	$1.78M	Buy	+42,659	New	+$1.9M	0.26%	66

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

Private Wealth Asset Management's BAC Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Bank of America (BAC) stake by 6% in Q2 2026, selling an estimated $106K and leaving 30,918 shares worth $1.76M. The position accounts for 0.17% of the portfolio, ranked #88.

Private Wealth Asset Management first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04M in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Private Wealth Asset Management held 30,918 shares of Bank of America worth $1.76M as of Q2 2026.
Private Wealth Asset Management sold 1,984 Bank of America shares in Q2 2026, an estimated $106K.
Bank of America made up 0.17% of Private Wealth Asset Management's portfolio in Q2 2026, its #88 holding.
Private Wealth Asset Management first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Bank of America position peaked at $2.04M in Q2 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.