Schneider Downs Wealth Management Advisors’s Bank of America BAC Stock Holding History

Schneider Downs Wealth Management 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	$227K	Buy	+3,982	New	+$212K	0.02%	161
2026 Q1	–	Sell	-4,014	Closed	-$221K	–	157
2025 Q4	$221K	Buy	4,014 +124	+3%	+$6.55K	0.02%	147
2025 Q3	$201K	Buy	+3,890	New	+$190K	0.02%	146
2022 Q3	–	Sell	-6,517	Closed	-$203K	–	133
2022 Q2	$203K	Buy	6,517 +870	+15%	+$31.3K	0.06%	134
2022 Q1	$233K	Hold	5,647	–	–	0.06%	133
2021 Q4	$251K	Sell	5,647 -2,422	-30%	-$110K	0.06%	133
2021 Q3	$343K	Buy	8,069 +2,589	+47%	+$104K	0.09%	95
2021 Q2	$226K	Buy	5,480 +154	+3%	+$6.31K	0.06%	129
2021 Q1	$206K	Buy	+5,326	New	+$184K	0.05%	130
2020 Q4	–	Sell	-11,465	Closed	-$276K	–	96
2020 Q3	$276K	Hold	11,465	–	–	0.09%	77
2020 Q2	$272K	Hold	11,465	–	–	0.09%	71
2020 Q1	$243K	Buy	+11,465	New	+$344K	0.09%	74

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 $3.37T AUM 44.26% 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

Schneider Downs Wealth Management Advisors's BAC Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,982 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in BAC as recently as Q4 2025.

Schneider Downs Wealth Management Advisors first reported a position in BAC in Q1 2020 and has held it in 12 quarters since. The position peaked at $343K in Q3 2021. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Schneider Downs Wealth Management Advisors held 3,982 shares of Bank of America worth $227K as of Q2 2026.
Bank of America was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
Bank of America made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #161 holding.
Schneider Downs Wealth Management Advisors first reported a position in Bank of America in Q1 2020 and has held it in 12 quarters since.
Schneider Downs Wealth Management Advisors's Bank of America position peaked at $343K in Q3 2021.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.