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Sound View Wealth Advisors Group’s Bank of America BAC Stock Holding History

Sound View Wealth Advisors Group’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 		$3.94M Sell
69,063
-1,119
-2% -$59.5K 0.24% 96
2026
Q1 		$3.42M Sell
70,182
-93
-0.1% -$4.8K 0.23% 94
2025
Q4 		$3.87M Sell
70,275
-1,593
-2% -$84.2K 0.26% 83
2025
Q3 		$3.71M Sell
71,868
-233
-0.3% -$11.4K 0.25% 87
2025
Q2 		$3.41M Sell
72,101
-2,653
-4% -$112K 0.25% 91
2025
Q1 		$3.12M Buy
74,754
+3,624
+5% +$161K 0.26% 88
2024
Q4 		$3.13M Buy
71,130
+945
+1% +$41.6K 0.25% 86
2024
Q3 		$2.78M Buy
70,185
+5,115
+8% +$205K 0.23% 101
2024
Q2 		$2.59M Sell
65,070
-4,707
-7% -$180K 0.27% 81
2024
Q1 		$2.65M Buy
69,777
+9,045
+15% +$310K 0.28% 85
2023
Q4 		$2.04M Sell
60,732
-1,556
-2% -$45.3K 0.23% 108
2023
Q3 		$1.71M Buy
62,288
+4,295
+7% +$127K 0.21% 103
2023
Q2 		$1.66M Buy
57,993
+3,577
+7% +$102K 0.22% 99
2023
Q1 		$1.56M Sell
54,416
-6,316
-10% -$208K 0.21% 105
2022
Q4 		$2.04M Buy
60,732
+21,566
+55% +$743K 0.23% 108
2022
Q3 		$1.18M Buy
39,166
+129
+0.3% +$4.31K 0.27% 97
2022
Q2 		$1.22M Buy
39,037
+122
+0.3% +$4.39K 0.25% 99
2022
Q1 		$1.6M Buy
38,915
+495
+1% +$22.3K 0.3% 85
2021
Q4 		$1.71M Buy
38,420
+755
+2% +$34.4K 0.32% 77
2021
Q3 		$1.6M Buy
37,665
+700
+2% +$28.2K 0.33% 79
2021
Q2 		$1.52M Sell
36,965
-377
-1% -$15.5K 0.32% 87
2021
Q1 		$1.45M Buy
37,342
+417
+1% +$14.4K 0.34% 84
2020
Q4 		$1.12M Sell
36,925
-86
-0.2% -$2.31K 0.27% 91
2020
Q3 		$892K Sell
37,011
-757
-2% -$18.8K 0.23% 100
2020
Q2 		$897K Buy
37,768
+2,099
+6% +$49.6K 0.25% 99
2020
Q1 		$757K Sell
35,669
-7,355
-17% -$220K 0.26% 94
2019
Q4 		$1.51M Buy
43,024
+2,906
+7% +$93.9K 0.43% 70
2019
Q3 		$1.17M Sell
40,118
-2,342
-6% -$67.3K 0.35% 81
2019
Q2 		$1.23M Buy
+42,460
New +$1.22M 0.36% 78

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

Sound View Wealth Advisors Group's BAC Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Bank of America (BAC) stake by 1.6% in Q2 2026, selling an estimated $59.5K and leaving 69,063 shares worth $3.94M. The position accounts for 0.24% of the portfolio, ranked #96.

Sound View Wealth Advisors Group first reported a position in BAC in Q2 2019 and has held it in 29 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sound View Wealth Advisors Group held 69,063 shares of Bank of America worth $3.94M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,119 Bank of America shares in Q2 2026, an estimated $59.5K.
  • Bank of America made up 0.24% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #96 holding.
  • Sound View Wealth Advisors Group first reported a position in Bank of America in Q2 2019 and has held it in 29 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.