QFA
BAC icon

Quantum Financial Advisors’s Bank of America BAC Stock Holding History

Quantum Financial Advisors’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 		$738K Sell
12,950
-589
-4% -$31.3K 0.07% 99
2026
Q1 		$660K Buy
13,539
+656
+5% +$33.9K 0.07% 90
2025
Q4 		$709K Buy
12,883
+4,499
+54% +$238K 0.08% 89
2025
Q3 		$433K Hold
8,384
– – 0.05% 103
2025
Q2 		$397K Buy
8,384
+67
+0.8% +$2.82K 0.05% 103
2025
Q1 		$347K Sell
8,317
-653
-7% -$29.1K 0.05% 108
2024
Q4 		$394K Hold
8,970
– – 0.06% 103
2024
Q3 		$356K Buy
8,970
+657
+8% +$26.3K 0.06% 111
2024
Q2 		$331K Hold
8,313
– – 0.06% 110
2024
Q1 		$315K Sell
8,313
-535
-6% -$18.4K 0.06% 109
2023
Q4 		$298K Hold
8,848
– – 0.07% 79
2023
Q3 		$242K Hold
8,848
– – 0.07% 94
2023
Q2 		$254K Hold
8,848
– – 0.07% 75
2023
Q1 		$253K Hold
8,848
– – 0.08% 77
2022
Q4 		$293K Buy
8,848
+98
+1% +$3.38K 0.13% 59
2022
Q3 		$264K Sell
8,750
-120
-1% -$4.01K 0.12% 54
2022
Q2 		$311K Buy
+8,870
New +$319K 0.12% 56

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

Quantum Financial Advisors's BAC Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Bank of America (BAC) stake by 4.4% in Q2 2026, selling an estimated $31.3K and leaving 12,950 shares worth $738K. The position accounts for 0.07% of the portfolio, ranked #99.

Quantum Financial Advisors first reported a position in BAC in Q2 2022 and has held it in 17 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Quantum Financial Advisors held 12,950 shares of Bank of America worth $738K as of Q2 2026.
  • Quantum Financial Advisors sold 589 Bank of America shares in Q2 2026, an estimated $31.3K.
  • Bank of America made up 0.07% of Quantum Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Quantum Financial Advisors first reported a position in Bank of America in Q2 2022 and has held it in 17 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.