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RD Lewis Holdings’s Bank of America BAC Stock Holding History

RD Lewis Holdings’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 		– Sell
-11,272
Closed -$599K – 90
2026
Q1 		$594K Sell
11,272
-17
-0.2% -$877 0.51% 46
2025
Q4 		$615K Hold
11,289
– – 0.52% 47
2025
Q3 		$611K Sell
11,289
-80
-0.7% -$3.9K 0.57% 48
2025
Q2 		$511K Sell
11,369
-207
-2% -$8.71K 0.52% 49
2025
Q1 		$475K Sell
11,576
-152
-1% -$6.77K 0.54% 47
2024
Q4 		$556K Buy
+11,728
New +$516K 0.61% 46

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

RD Lewis Holdings's BAC Position: Q2 2026 in Review

RD Lewis Holdings sold out of Bank of America (BAC) in Q2 2026, closing a stake of 11,272 shares — an estimated $599K sold.

RD Lewis Holdings first reported a position in BAC in Q4 2024 and held it in 6 quarters. The position peaked at $615K in Q4 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • RD Lewis Holdings reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • RD Lewis Holdings sold 11,272 Bank of America shares in Q2 2026, an estimated $599K.
  • RD Lewis Holdings first reported a position in Bank of America in Q4 2024 and held it in 6 quarters.
  • RD Lewis Holdings's Bank of America position peaked at $615K in Q4 2025.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.