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QTR Family Wealth’s Bank of America BAC Stock Holding History

QTR Family Wealth’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 		$1.02M Buy
17,979
+2,271
+14% +$121K 0.36% 60
2026
Q1 		$838K Sell
15,708
-238
-1% -$12.3K 0.35% 62
2025
Q4 		$883K Buy
15,946
+459
+3% +$24.3K 0.39% 54
2025
Q3 		$799K Buy
15,487
+2,152
+16% +$105K 0.38% 56
2025
Q2 		$631K Buy
13,335
+2,910
+28% +$122K 0.39% 58
2025
Q1 		$435K Buy
+10,425
New +$465K 0.33% 85

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 $3.38T AUM 44.17% 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

QTR Family Wealth's BAC Position: Q2 2026 in Review

QTR Family Wealth increased its Bank of America (BAC) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 17,979 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #60.

QTR Family Wealth first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • QTR Family Wealth held 17,979 shares of Bank of America worth $1.02M as of Q2 2026.
  • QTR Family Wealth bought 2,271 Bank of America shares in Q2 2026, an estimated $121K.
  • Bank of America made up 0.36% of QTR Family Wealth's portfolio in Q2 2026, its #60 holding.
  • QTR Family Wealth first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.