Scholtz & Company’s Bank of America BAC Stock Holding History

Scholtz & Company’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	$1.61M	Buy	+28,257	New	+$1.5M	0.8%	37
2018 Q2	–	Sell	-160,625	Closed	-$4.82M	–	53
2018 Q1	$4.82M	Sell	160,625 -12,340	-7%	-$388K	3.56%	7
2017 Q4	$5.11M	Buy	172,965 +7,890	+5%	+$217K	3.7%	8
2017 Q3	$4.18M	Buy	165,075 +2,100	+1%	+$51K	3.27%	11
2017 Q2	$3.95M	Buy	162,975 +74,225	+84%	+$1.73M	3.41%	11
2017 Q1	$2.09M	Buy	88,750 +1,300	+1%	+$30.9K	1.78%	29
2016 Q4	$1.93M	Buy	+87,450	New	+$1.68M	1.68%	30
2014 Q4	–	Sell	-117,000	Closed	-$2M	–	49
2014 Q3	$2M	Sell	117,000 -34,600	-23%	-$551K	1.97%	24
2014 Q2	$2.33M	Sell	151,600 -54,900	-27%	-$853K	2.2%	15
2014 Q1	$3.55M	Buy	+206,500	New	+$3.47M	3.81%	2

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

Scholtz & Company's BAC Position: Q2 2026 in Review

Scholtz & Company opened a new position in Bank of America (BAC) in Q2 2026: 28,257 shares worth $1.61M. The stake represents 0.8% of the portfolio and ranks #37 among its holdings. This is a return to the name: Scholtz & Company previously reported a position in BAC as recently as Q1 2018.

Scholtz & Company first reported a position in BAC in Q1 2014 and has held it in 10 quarters since. The position peaked at $5.11M in Q4 2017. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Scholtz & Company held 28,257 shares of Bank of America worth $1.61M as of Q2 2026.
Bank of America was a new Scholtz & Company position in Q2 2026.
Bank of America made up 0.8% of Scholtz & Company's portfolio in Q2 2026, its #37 holding.
Scholtz & Company first reported a position in Bank of America in Q1 2014 and has held it in 10 quarters since.
Scholtz & Company's Bank of America position peaked at $5.11M in Q4 2017.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.