Solutions 4 Wealth’s Bank of America BAC Stock Holding History

Solutions 4 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	$299K	Buy	5,244 +5	+0.1%	+$266	0.39%	46
2026 Q1	$255K	Buy	5,239 +6	+0.1%	+$310	0.38%	46
2025 Q4	$288K	Buy	5,233 +6	+0.1%	+$317	0.43%	48
2025 Q3	$270K	Buy	5,227 +5	+0.1%	+$244	0.42%	48
2025 Q2	$247K	Buy	5,222 +6	+0.1%	+$252	0.41%	46
2025 Q1	$218K	Buy	5,216 +6	+0.1%	+$267	0.38%	48
2024 Q4	$229K	Sell	5,210 -382	-7%	-$16.8K	0.41%	47
2024 Q3	$222K	Buy	5,592 +7	+0.1%	+$281	0.43%	49
2024 Q2	$222K	Buy	5,585 +140	+3%	+$5.37K	0.5%	41
2024 Q1	$206K	Buy	+5,445	New	+$187K	0.58%	36

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

Solutions 4 Wealth's BAC Position: Q2 2026 in Review

Solutions 4 Wealth increased its Bank of America (BAC) stake by 0.1% in Q2 2026, buying an estimated $266 and bringing the position to 5,244 shares worth $299K. The position accounts for 0.39% of the portfolio, ranked #46.

Solutions 4 Wealth first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Solutions 4 Wealth held 5,244 shares of Bank of America worth $299K as of Q2 2026.
Solutions 4 Wealth bought 5 Bank of America shares in Q2 2026, an estimated $266.
Bank of America made up 0.39% of Solutions 4 Wealth's portfolio in Q2 2026, its #46 holding.
Solutions 4 Wealth first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.