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

RKL 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 		$524K Buy
9,188
+1,036
+13% +$55.1K 0.04% 131
2026
Q1 		$397K Sell
8,152
-189
-2% -$9.75K 0.04% 139
2025
Q4 		$459K Buy
8,341
+1,389
+20% +$73.4K 0.04% 136
2025
Q3 		$359K Sell
6,952
-19
-0.3% -$927 0.03% 146
2025
Q2 		$330K Sell
6,971
-218
-3% -$9.17K 0.03% 147
2025
Q1 		$300K Buy
7,189
+1,087
+18% +$48.4K 0.03% 151
2024
Q4 		$268K Sell
6,102
-17
-0.3% -$748 0.02% 153
2024
Q3 		$243K Sell
6,119
-61
-1% -$2.44K 0.02% 145
2024
Q2 		$246K Sell
6,180
-67
-1% -$2.57K 0.02% 134
2024
Q1 		$237K Buy
+6,247
New +$214K 0.02% 140
2022
Q4 		– Sell
-8,286
Closed -$250K – 131
2022
Q3 		$250K Buy
+8,286
New +$277K 0.04% 117
2017
Q4 		– Sell
-10,869
Closed -$281K – 138
2017
Q3 		$281K Buy
+10,869
New +$264K 0.08% 131

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

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

RKL Wealth Management increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $55.1K and bringing the position to 9,188 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #131.

RKL Wealth Management first reported a position in BAC in Q3 2017 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • RKL Wealth Management held 9,188 shares of Bank of America worth $524K as of Q2 2026.
  • RKL Wealth Management bought 1,036 Bank of America shares in Q2 2026, an estimated $55.1K.
  • Bank of America made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #131 holding.
  • RKL Wealth Management first reported a position in Bank of America in Q3 2017 and has held it in 12 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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