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

SFMG 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
2018
Q1 		– Sell
-10,000
Closed -$4K – 158
2017
Q4 		$4K Buy
+10,000
New +$276K ﹤0.01% 148

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

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

SFMG Wealth Advisors increased its Bank of America (BAC) stake by 1.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 11,455 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #162.

SFMG Wealth Advisors first reported a position in BAC in Q1 2015 and has held it in 32 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SFMG Wealth Advisors held 11,455 shares of Bank of America worth $653K as of Q2 2026.
  • SFMG Wealth Advisors bought 218 Bank of America shares in Q2 2026, an estimated $11.6K.
  • Bank of America made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • SFMG Wealth Advisors first reported a position in Bank of America in Q1 2015 and has held it in 32 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.