RWM
BAC icon

Reston Wealth Management’s Bank of America BAC Stock Holding History

Reston Wealth Management’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 		$347K Buy
6,097
+1,857
+44% +$98.8K 0.09% 49
2026
Q1 		$207K Sell
4,240
-4
-0.1% -$206 0.06% 60
2025
Q4 		$233K Buy
+4,244
New +$224K 0.07% 59
2025
Q3 		– Sell
-4,309
Closed -$204K – 54
2025
Q2 		$204K Buy
+4,309
New +$181K 0.07% 54
2024
Q4 		– Sell
-2,502
Closed -$99.3K – 91
2024
Q3 		$99.3K Buy
+2,502
New +$100K 0.04% 85
2022
Q2 		– Sell
-5,009
Closed -$206K – 60
2022
Q1 		$206K Buy
+5,009
New +$226K 0.11% 57

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

Reston Wealth Management's BAC Position: Q2 2026 in Review

Reston Wealth Management increased its Bank of America (BAC) stake by 44% in Q2 2026, buying an estimated $98.8K and bringing the position to 6,097 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #49.

Reston Wealth Management first reported a position in BAC in Q1 2022 and has held it in 6 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Reston Wealth Management held 6,097 shares of Bank of America worth $347K as of Q2 2026.
  • Reston Wealth Management bought 1,857 Bank of America shares in Q2 2026, an estimated $98.8K.
  • Bank of America made up 0.09% of Reston Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Reston Wealth Management first reported a position in Bank of America in Q1 2022 and has held it in 6 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.