PWS
BAC icon

Pursuit Wealth Strategies’s Bank of America BAC Stock Holding History

Pursuit Wealth Strategies’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 		$299K Buy
5,251
+875
+20% +$46.5K 0.39% 64
2026
Q1 		$213K Buy
4,376
+25
+0.6% +$1.29K 0.3% 78
2025
Q4 		$239K Buy
+4,351
New +$230K 0.34% 63

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

Pursuit Wealth Strategies's BAC Position: Q2 2026 in Review

Pursuit Wealth Strategies increased its Bank of America (BAC) stake by 20% in Q2 2026, buying an estimated $46.5K and bringing the position to 5,251 shares worth $299K. The position accounts for 0.39% of the portfolio, ranked #64.

Pursuit Wealth Strategies first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pursuit Wealth Strategies held 5,251 shares of Bank of America worth $299K as of Q2 2026.
  • Pursuit Wealth Strategies bought 875 Bank of America shares in Q2 2026, an estimated $46.5K.
  • Bank of America made up 0.39% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #64 holding.
  • Pursuit Wealth Strategies first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.