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

Revisor 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 		$409K Buy
+7,178
New +$382K 0.1% 225
2026
Q1 		– Sell
-11,349
Closed -$606K – 331
2025
Q4 		$606K Buy
11,349
+4,500
+66% +$238K 0.16% 146
2025
Q3 		$341K Buy
6,849
+446
+7% +$21.8K 0.12% 190
2025
Q2 		$301K Buy
+6,403
New +$269K 0.11% 210

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

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

Revisor Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 7,178 shares worth $409K. The stake represents 0.1% of the portfolio and ranks #225 among its holdings. This is a return to the name: Revisor Wealth Management previously reported a position in BAC as recently as Q4 2025.

Revisor Wealth Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $606K in Q4 2025. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Revisor Wealth Management held 7,178 shares of Bank of America worth $409K as of Q2 2026.
  • Bank of America was a new Revisor Wealth Management position in Q2 2026.
  • Bank of America made up 0.1% of Revisor Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Revisor Wealth Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Revisor Wealth Management's Bank of America position peaked at $606K in Q4 2025.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.