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Rooted Wealth Advisors’s Bank of America BAC Stock Holding History

Rooted Wealth Advisors’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 		$414K Buy
7,272
+136
+2% +$7.23K 0.1% 100
2026
Q1 		$385K Buy
7,136
+661
+10% +$34.1K 0.1% 92
2025
Q4 		$359K Buy
6,475
+77
+1% +$4.07K 0.1% 95
2025
Q3 		$324K Buy
6,398
+1,267
+25% +$61.8K 0.1% 93
2025
Q2 		$240K Buy
+5,131
New +$216K 0.08% 97
2024
Q3 		– Sell
-5,540
Closed -$238K – 97
2024
Q2 		$238K Buy
+5,540
New +$212K 0.11% 80

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

Rooted Wealth Advisors's BAC Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Bank of America (BAC) stake by 1.9% in Q2 2026, buying an estimated $7.23K and bringing the position to 7,272 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #100.

Rooted Wealth Advisors first reported a position in BAC in Q2 2024 and has held it in 6 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Rooted Wealth Advisors held 7,272 shares of Bank of America worth $414K as of Q2 2026.
  • Rooted Wealth Advisors bought 136 Bank of America shares in Q2 2026, an estimated $7.23K.
  • Bank of America made up 0.1% of Rooted Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Rooted Wealth Advisors first reported a position in Bank of America in Q2 2024 and has held it in 6 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.