Secure Asset Management’s Bank of America BAC Stock Holding History

Secure Asset Management’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	$3.41M	Buy	59,880 +2,476	+4%	+$132K	0.48%	57
2026 Q1	$2.8M	Buy	57,404 +3,642	+7%	+$188K	0.44%	63
2025 Q4	$2.96M	Buy	53,762 +1,381	+3%	+$73K	0.46%	54
2025 Q3	$2.65M	Buy	52,381 +5,726	+12%	+$279K	0.44%	64
2025 Q2	$2.21M	Sell	46,655 -17,556	-27%	-$739K	0.41%	66
2025 Q1	$2.68M	Buy	64,211 +54,159	+539%	+$2.41M	0.54%	51
2024 Q4	$442K	Sell	10,052 -3,825	-28%	-$168K	0.07%	211
2024 Q3	$551K	Sell	13,877 -4,524	-25%	-$181K	0.09%	172
2024 Q2	$732K	Buy	18,401 +8,388	+84%	+$321K	0.14%	140
2024 Q1	$380K	Buy	+10,013	New	+$344K	0.09%	149

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

Secure Asset Management's BAC Position: Q2 2026 in Review

Secure Asset Management increased its Bank of America (BAC) stake by 4.3% in Q2 2026, buying an estimated $132K and bringing the position to 59,880 shares worth $3.41M. The position accounts for 0.48% of the portfolio, ranked #57.

Secure Asset Management first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Secure Asset Management held 59,880 shares of Bank of America worth $3.41M as of Q2 2026.
Secure Asset Management bought 2,476 Bank of America shares in Q2 2026, an estimated $132K.
Bank of America made up 0.48% of Secure Asset Management's portfolio in Q2 2026, its #57 holding.
Secure Asset Management first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.