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Prosperity Consulting Group’s Bank of America BAC Stock Holding History

Prosperity Consulting 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 		$4.65M Sell
81,688
-1,194
-1% -$63.5K 0.18% 98
2026
Q1 		$4.04M Buy
82,882
+496
+0.6% +$25.6K 0.18% 92
2025
Q4 		$4.53M Buy
82,386
+5,185
+7% +$274K 0.2% 83
2025
Q3 		$3.98M Buy
77,201
+13,452
+21% +$656K 0.2% 93
2025
Q2 		$3.02M Buy
63,749
+3,103
+5% +$131K 0.22% 104
2025
Q1 		$2.53M Sell
60,646
-13,960
-19% -$622K 0.2% 119
2024
Q4 		$3.28M Buy
74,606
+2,368
+3% +$104K 0.25% 94
2024
Q3 		$2.87M Buy
72,238
+19,199
+36% +$769K 0.22% 107
2024
Q2 		$2.11M Sell
53,039
-7,235
-12% -$277K 0.29% 95
2024
Q1 		$2.29M Buy
60,274
+3,998
+7% +$137K 0.29% 97
2023
Q4 		$1.89M Buy
56,276
+2,904
+5% +$84.6K 0.63% 37
2023
Q3 		$1.46M Buy
53,372
+3,477
+7% +$103K 0.67% 36
2023
Q2 		$1.43M Sell
49,895
-1,413
-3% -$40.3K 0.88% 28
2023
Q1 		$1.47M Sell
51,308
-449
-0.9% -$14.8K 0.93% 29
2022
Q4 		$1.71M Buy
51,757
+913
+2% +$31.4K 1.14% 26
2022
Q3 		$1.53M Sell
50,844
-1,228
-2% -$41.1K 1.26% 23
2022
Q2 		$1.62M Sell
52,072
-158
-0.3% -$5.69K 1.4% 22
2022
Q1 		$2.15M Sell
52,230
-1,349
-3% -$60.9K 1.6% 18
2021
Q4 		$2.51M Buy
+53,579
New +$2.44M 1.88% 10

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

Prosperity Consulting Group's BAC Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Bank of America (BAC) stake by 1.4% in Q2 2026, selling an estimated $63.5K and leaving 81,688 shares worth $4.65M. The position accounts for 0.18% of the portfolio, ranked #98.

Prosperity Consulting Group first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Prosperity Consulting Group held 81,688 shares of Bank of America worth $4.65M as of Q2 2026.
  • Prosperity Consulting Group sold 1,194 Bank of America shares in Q2 2026, an estimated $63.5K.
  • Bank of America made up 0.18% of Prosperity Consulting Group's portfolio in Q2 2026, its #98 holding.
  • Prosperity Consulting Group first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.