RWM
BAC icon

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

Rialto 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 		$82.8K Buy
1,454
+514
+55% +$27.3K 0.02% 274
2026
Q1 		$45.8K Buy
940
+195
+26% +$10.1K 0.01% 291
2025
Q4 		$41K Sell
745
-1,132
-60% -$59.8K 0.01% 297
2025
Q3 		$96.8K Buy
1,877
+27
+1% +$1.32K 0.03% 210
2025
Q2 		$87.5K Buy
1,850
+62
+3% +$2.61K 0.02% 218
2025
Q1 		$74.6K Buy
1,788
+66
+4% +$2.94K 0.02% 222
2024
Q4 		$75.7K Buy
+1,722
New +$75.8K 0.03% 221

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 $3.38T AUM 44.17% 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

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

Rialto Wealth Management increased its Bank of America (BAC) stake by 55% in Q2 2026, buying an estimated $27.3K and bringing the position to 1,454 shares worth $82.8K. The position accounts for 0.02% of the portfolio, ranked #274.

Rialto Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.8K in Q3 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Rialto Wealth Management held 1,454 shares of Bank of America worth $82.8K as of Q2 2026.
  • Rialto Wealth Management bought 514 Bank of America shares in Q2 2026, an estimated $27.3K.
  • Bank of America made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Rialto Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Bank of America position peaked at $96.8K in Q3 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.