Red Wave Investments’s Bank of America BAC Stock Holding History

Red Wave Investments’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	$558K	Buy	9,797 +59	+0.6%	+$3.14K	0.14%	65
2026 Q1	$475K	Sell	9,738 -253	-3%	-$13.1K	0.14%	64
2025 Q4	$550K	Hold	9,991	–	–	0.16%	59
2025 Q3	$515K	Hold	9,991	–	–	0.16%	60
2025 Q2	$473K	Hold	9,991	–	–	0.16%	60
2025 Q1	$417K	Hold	9,991	–	–	0.15%	64
2024 Q4	$439K	Hold	9,991	–	–	0.15%	63
2024 Q3	$396K	Hold	9,991	–	–	0.14%	68
2024 Q2	$397K	Hold	9,991	–	–	0.15%	66
2024 Q1	$379K	Sell	9,991 -1	-0%	-$34	0.14%	68
2023 Q4	$336K	Hold	9,992	–	–	0.13%	67
2023 Q3	$274K	Hold	9,992	–	–	0.12%	78
2023 Q2	$287K	Sell	9,992 -3	-0%	-$86	0.12%	76
2023 Q1	$286K	Sell	9,995 -311	-3%	-$10.3K	0.12%	77
2022 Q4	$341K	Hold	10,306	–	–	0.14%	67
2022 Q3	$311K	Buy	10,306 +330	+3%	+$11K	0.13%	71
2022 Q2	$311K	Hold	9,976	–	–	0.13%	75
2022 Q1	$411K	Hold	9,976	–	–	0.15%	69
2021 Q4	$444K	Hold	9,976	–	–	0.15%	58
2021 Q3	$423K	Buy	9,976 +19	+0.2%	+$765	0.15%	56
2021 Q2	$411K	Buy	9,957 +27	+0.3%	+$1.11K	0.15%	57
2021 Q1	$384K	Buy	9,930 +248	+3%	+$8.56K	0.16%	57
2020 Q4	$293K	Buy	+9,682	New	+$260K	0.13%	65

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Red Wave Investments's BAC Position: Q2 2026 in Review

Red Wave Investments increased its Bank of America (BAC) stake by 0.61% in Q2 2026, buying an estimated $3.14K and bringing the position to 9,797 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #65.

Red Wave Investments first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Red Wave Investments held 9,797 shares of Bank of America worth $558K as of Q2 2026.
Red Wave Investments bought 59 Bank of America shares in Q2 2026, an estimated $3.14K.
Bank of America made up 0.14% of Red Wave Investments's portfolio in Q2 2026, its #65 holding.
Red Wave Investments first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.