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SkyOak Wealth’s Bank of America BAC Stock Holding History

SkyOak 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 		$1.94M Sell
33,987
-1,098
-3% -$58.4K 0.32% 65
2026
Q1 		$1.71M Hold
35,085
– – 0.31% 69
2025
Q4 		$1.93M Sell
35,085
-1,235
-3% -$65.3K 0.35% 63
2025
Q3 		$1.87M Hold
36,320
– – 0.35% 64
2025
Q2 		$1.72M Hold
36,320
– – 0.35% 65
2025
Q1 		$1.52M Sell
36,320
-290
-0.8% -$12.9K 0.33% 63
2024
Q4 		$1.61M Sell
36,610
-3,525
-9% -$155K 0.34% 64
2024
Q3 		$1.59M Sell
40,135
-444
-1% -$17.8K 0.35% 64
2024
Q2 		$1.61M Sell
40,579
-517
-1% -$19.8K 0.38% 61
2024
Q1 		$1.56M Sell
41,096
-1,299
-3% -$44.6K 0.37% 61
2023
Q4 		$1.43M Sell
42,395
-2,160
-5% -$62.9K 0.37% 61
2023
Q3 		$1.22M Buy
44,555
+2,848
+7% +$84.3K 0.36% 62
2023
Q2 		$1.2M Sell
41,707
-5,202
-11% -$148K 0.34% 61
2023
Q1 		$1.34M Sell
46,909
-13,875
-23% -$458K 0.41% 60
2022
Q4 		$2.01M Buy
60,784
+333
+0.6% +$11.5K 0.68% 41
2022
Q3 		$1.83M Sell
60,451
-215
-0.4% -$7.19K 0.65% 44
2022
Q2 		$1.89M Buy
60,666
+1,776
+3% +$63.9K 0.65% 45
2022
Q1 		$2.43M Sell
58,890
-2,904
-5% -$131K 0.67% 42
2021
Q4 		$2.75M Sell
61,794
-201
-0.3% -$9.16K 0.7% 44
2021
Q3 		$2.63M Sell
61,995
-85
-0.1% -$3.42K 0.71% 38
2021
Q2 		$2.56M Sell
62,080
-1,835
-3% -$75.2K 0.68% 39
2021
Q1 		$2.56M Sell
63,915
-2,202
-3% -$76K 0.71% 39
2020
Q4 		$2M Buy
66,117
+1,215
+2% +$32.6K 0.62% 51
2020
Q3 		$1.56M Sell
64,902
-7,490
-10% -$186K 0.56% 57
2020
Q2 		$1.72M Buy
72,392
+55,843
+337% +$1.32M 0.63% 43
2020
Q1 		$351K Buy
16,549
+807
+5% +$24.2K 0.18% 138
2019
Q4 		$554K Buy
+15,742
New +$509K 0.17% 144

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

SkyOak Wealth's BAC Position: Q2 2026 in Review

SkyOak Wealth reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $58.4K and leaving 33,987 shares worth $1.94M. The position accounts for 0.32% of the portfolio, ranked #65.

SkyOak Wealth first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.75M in Q4 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SkyOak Wealth held 33,987 shares of Bank of America worth $1.94M as of Q2 2026.
  • SkyOak Wealth sold 1,098 Bank of America shares in Q2 2026, an estimated $58.4K.
  • Bank of America made up 0.32% of SkyOak Wealth's portfolio in Q2 2026, its #65 holding.
  • SkyOak Wealth first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Bank of America position peaked at $2.75M in Q4 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.