SWM
BAC icon

Silverlake Wealth Management’s Bank of America BAC Stock Holding History

Silverlake Wealth 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 		$1.77M Buy
31,050
+437
+1% +$23.2K 0.34% 94
2026
Q1 		$1.49M Sell
30,613
-763
-2% -$39.4K 0.31% 100
2025
Q4 		$1.73M Sell
31,376
-244
-0.8% -$12.9K 0.38% 85
2025
Q3 		$1.63M Sell
31,620
-493
-2% -$24.1K 0.4% 82
2025
Q2 		$1.52M Buy
32,113
+14,263
+80% +$600K 0.44% 75
2025
Q1 		$745K Sell
17,850
-2,986
-14% -$133K 0.28% 96
2024
Q4 		$916K Sell
20,836
-595
-3% -$26.2K 0.35% 77
2024
Q3 		$850K Sell
21,431
-4,394
-17% -$176K 0.32% 85
2024
Q2 		$1.03M Sell
25,825
-448
-2% -$17.2K 0.42% 64
2024
Q1 		$996K Buy
26,273
+9,255
+54% +$318K 0.51% 50
2023
Q4 		$573K Buy
17,018
+1,791
+12% +$52.1K 0.32% 83
2023
Q3 		$417K Sell
15,227
-2,090
-12% -$61.8K 0.23% 116
2023
Q2 		$497K Buy
17,317
+172
+1% +$4.91K 0.28% 88
2023
Q1 		$490K Sell
17,145
-3,551
-17% -$117K 0.3% 81
2022
Q4 		$685K Buy
20,696
+3,072
+17% +$106K 0.43% 62
2022
Q3 		$532K Sell
17,624
-9,118
-34% -$305K 0.36% 71
2022
Q2 		$832K Buy
26,742
+27
+0.1% +$972 0.54% 49
2022
Q1 		$1.1M Sell
26,715
-1,111
-4% -$50.1K 0.63% 42
2021
Q4 		$1.24M Buy
+27,826
New +$1.27M 0.67% 40

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

Silverlake Wealth Management's BAC Position: Q2 2026 in Review

Silverlake Wealth Management increased its Bank of America (BAC) stake by 1.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 31,050 shares worth $1.77M. The position accounts for 0.34% of the portfolio, ranked #94.

Silverlake Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Silverlake Wealth Management held 31,050 shares of Bank of America worth $1.77M as of Q2 2026.
  • Silverlake Wealth Management bought 437 Bank of America shares in Q2 2026, an estimated $23.2K.
  • Bank of America made up 0.34% of Silverlake Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Silverlake Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.