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Savvy Advisors Inc’s Bank of America BAC Stock Holding History

Savvy Advisors Inc’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 		$6.57M Buy
115,321
+20,479
+22% +$1.09M 0.14% 124
2026
Q1 		$4.62M Buy
94,842
+38,487
+68% +$1.99M 0.12% 133
2025
Q4 		$3.1M Buy
56,355
+19,300
+52% +$1.02M 0.1% 146
2025
Q3 		$1.91M Sell
37,055
-1,454
-4% -$70.9K 0.09% 162
2025
Q2 		$1.82M Buy
38,509
+6,848
+22% +$288K 0.12% 128
2025
Q1 		$1.32M Buy
31,661
+16,863
+114% +$751K 0.13% 129
2024
Q4 		$650K Buy
14,798
+2,340
+19% +$103K 0.08% 209
2024
Q3 		$494K Buy
12,458
+2,426
+24% +$97.2K 0.1% 182
2024
Q2 		$399K Buy
10,032
+2,819
+39% +$108K 0.13% 172
2024
Q1 		$274K Buy
7,213
+676
+10% +$23.2K 0.16% 175
2023
Q4 		$220K Buy
+6,537
New +$190K 0.21% 139

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

Savvy Advisors Inc's BAC Position: Q2 2026 in Review

Savvy Advisors Inc increased its Bank of America (BAC) stake by 22% in Q2 2026, buying an estimated $1.09M and bringing the position to 115,321 shares worth $6.57M. The position accounts for 0.14% of the portfolio, ranked #124.

Savvy Advisors Inc first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Savvy Advisors Inc held 115,321 shares of Bank of America worth $6.57M as of Q2 2026.
  • Savvy Advisors Inc bought 20,479 Bank of America shares in Q2 2026, an estimated $1.09M.
  • Bank of America made up 0.14% of Savvy Advisors Inc's portfolio in Q2 2026, its #124 holding.
  • Savvy Advisors Inc first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.