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Simplicity Wealth’s Bank of America BAC Stock Holding History

Simplicity Wealth’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 		$5.97M Buy
104,730
+9,796
+10% +$521K 0.2% 115
2026
Q1 		$4.63M Buy
94,934
+5,401
+6% +$279K 0.26% 85
2025
Q4 		$4.92M Buy
89,533
+7,433
+9% +$393K 0.29% 76
2025
Q3 		$4.24M Sell
82,100
-11,468
-12% -$559K 0.25% 89
2025
Q2 		$4.43M Buy
93,568
+29,992
+47% +$1.26M 0.18% 122
2025
Q1 		$2.65M Buy
63,576
+56,678
+822% +$2.53M 0.21% 120
2024
Q4 		$303K Sell
6,898
-25,143
-78% -$1.11M 0.06% 236
2024
Q3 		$1.27M Sell
32,041
-144,669
-82% -$5.8M 0.12% 158
2024
Q2 		$7.03M Buy
176,710
+14,887
+9% +$571K 0.16% 132
2024
Q1 		$6.14M Buy
161,823
+155,171
+2,333% +$5.33M 0.15% 142
2023
Q4 		$224K Buy
+6,652
New +$194K 0.09% 165

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

Simplicity Wealth's BAC Position: Q2 2026 in Review

Simplicity Wealth increased its Bank of America (BAC) stake by 10% in Q2 2026, buying an estimated $521K and bringing the position to 104,730 shares worth $5.97M. The position accounts for 0.2% of the portfolio, ranked #115.

Simplicity Wealth first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.03M in Q2 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Simplicity Wealth held 104,730 shares of Bank of America worth $5.97M as of Q2 2026.
  • Simplicity Wealth bought 9,796 Bank of America shares in Q2 2026, an estimated $521K.
  • Bank of America made up 0.2% of Simplicity Wealth's portfolio in Q2 2026, its #115 holding.
  • Simplicity Wealth first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Bank of America position peaked at $7.03M in Q2 2024.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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