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

Ritholtz 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
2021
Q3 		– Sell
-2,500
Closed -$21K – 524
2021
Q2 		$21K Hold
2,500
– – ﹤0.01% 524
2021
Q1 		$27K Buy
+2,500
New +$86.3K ﹤0.01% 460

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

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

Ritholtz Wealth Management increased its Bank of America (BAC) stake by 21% in Q2 2026, buying an estimated $2.44M and bringing the position to 268,949 shares worth $15.3M. The position accounts for 0.23% of the portfolio, ranked #55.

Ritholtz Wealth Management first reported a position in BAC in Q4 2018 and has held it in 29 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ritholtz Wealth Management held 268,949 shares of Bank of America worth $15.3M as of Q2 2026.
  • Ritholtz Wealth Management bought 45,960 Bank of America shares in Q2 2026, an estimated $2.44M.
  • Bank of America made up 0.23% of Ritholtz Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Ritholtz Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 29 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.