RW Investment Management’s Bank of America BAC Stock Holding History

RW Investment 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	$614K	Sell	10,779 -1,173	-10%	-$62.4K	0.05%	68
2026 Q1	$583K	Buy	+11,952	New	+$617K	0.06%	68
2025 Q3	$827K	Sell	16,031 -108	-0.7%	-$5.27K	0.09%	47
2025 Q2	$764K	Hold	16,139	–	–	0.09%	48
2025 Q1	$673K	Sell	16,139 -863	-5%	-$38.5K	0.08%	48
2024 Q4	$747K	Sell	17,002 -2,194	-11%	-$96.5K	0.09%	48
2024 Q3	$762K	Sell	19,196 -891	-4%	-$35.7K	0.09%	47
2024 Q2	$799K	Buy	20,087 +364	+2%	+$13.9K	0.11%	44
2024 Q1	$748K	Sell	19,723 -1,932	-9%	-$66.3K	0.1%	46
2023 Q4	$729K	Sell	21,655 -1,455	-6%	-$42.4K	0.11%	38
2023 Q3	$633K	Sell	23,110 -2,379	-9%	-$70.4K	0.11%	41
2023 Q2	$731K	Hold	25,489	–	–	0.15%	37
2023 Q1	$729K	Hold	25,489	–	–	0.2%	36
2022 Q4	$844K	Buy	+25,489	New	+$878K	0.33%	30

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RW Investment Management's BAC Position: Q2 2026 in Review

RW Investment Management reduced its Bank of America (BAC) stake by 9.8% in Q2 2026, selling an estimated $62.4K and leaving 10,779 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #68.

RW Investment Management first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $844K in Q4 2022. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

RW Investment Management held 10,779 shares of Bank of America worth $614K as of Q2 2026.
RW Investment Management sold 1,173 Bank of America shares in Q2 2026, an estimated $62.4K.
Bank of America made up 0.05% of RW Investment Management's portfolio in Q2 2026, its #68 holding.
RW Investment Management first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Bank of America position peaked at $844K in Q4 2022.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.