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

Sax 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 		$985K Sell
20,209
-421
-2% -$22.4K 0.04% 233
2026
Q1 		$1.13M Sell
20,630
-1,059
-5% -$54.6K 0.06% 177
2025
Q4 		$1.19M Buy
21,689
+2,120
+11% +$112K 0.06% 175
2025
Q3 		$1.01M Sell
19,569
-5,091
-21% -$248K 0.05% 184
2025
Q2 		$1.17M Buy
24,660
+11,921
+94% +$502K 0.07% 158
2025
Q1 		$532K Buy
12,739
+322
+3% +$14.3K 0.04% 209
2024
Q4 		$546K Buy
+12,417
New +$546K 0.04% 187

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

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

Sax Wealth Advisors reduced its Bank of America (BAC) stake by 2% in Q2 2026, selling an estimated $22.4K and leaving 20,209 shares worth $985K. The position accounts for 0.04% of the portfolio, ranked #233.

Sax Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sax Wealth Advisors held 20,209 shares of Bank of America worth $985K as of Q2 2026.
  • Sax Wealth Advisors sold 421 Bank of America shares in Q2 2026, an estimated $22.4K.
  • Bank of America made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Sax Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Sax Wealth Advisors's Bank of America position peaked at $1.19M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.