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Schear Investment Advisers’s Bank of America BAC Stock Holding History

Schear Investment Advisers’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 		$1.3M Buy
22,831
+15
+0.1% +$798 0.44% 54
2026
Q1 		$1.11M Sell
22,816
-56
-0.2% -$2.89K 0.49% 55
2025
Q4 		$1.26M Sell
22,872
-211
-0.9% -$11.2K 0.54% 53
2025
Q3 		$1.19M Hold
23,083
– – 0.53% 58
2025
Q2 		$1.09M Sell
23,083
-228
-1% -$9.59K 0.54% 62
2025
Q1 		$973K Sell
23,311
-372
-2% -$16.6K 0.56% 57
2024
Q4 		$1.04M Buy
23,683
+397
+2% +$17.5K 0.55% 55
2024
Q3 		$924K Sell
23,286
-71
-0.3% -$2.85K 0.57% 57
2024
Q2 		$929K Sell
23,357
-2,096
-8% -$80.3K 0.67% 52
2024
Q1 		$965K Sell
25,453
-14,209
-36% -$488K 0.78% 46
2023
Q4 		$1.34M Sell
39,662
-2,040
-5% -$59.4K 1.29% 24
2023
Q3 		$1.14M Sell
41,702
-2,145
-5% -$63.5K 1.23% 25
2023
Q2 		$1.26M Buy
43,847
+5,647
+15% +$161K 1.33% 22
2023
Q1 		$1.09M Buy
38,200
+199
+0.5% +$6.57K 1.31% 25
2022
Q4 		$1.26M Buy
+38,001
New +$1.31M 1.55% 21

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

Schear Investment Advisers's BAC Position: Q2 2026 in Review

Schear Investment Advisers increased its Bank of America (BAC) stake by 0.07% in Q2 2026, buying an estimated $798 and bringing the position to 22,831 shares worth $1.3M. The position accounts for 0.44% of the portfolio, ranked #54.

Schear Investment Advisers first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2023. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Schear Investment Advisers held 22,831 shares of Bank of America worth $1.3M as of Q2 2026.
  • Schear Investment Advisers bought 15 Bank of America shares in Q2 2026, an estimated $798.
  • Bank of America made up 0.44% of Schear Investment Advisers's portfolio in Q2 2026, its #54 holding.
  • Schear Investment Advisers first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's Bank of America position peaked at $1.34M in Q4 2023.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.