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Spahn Wealth & Retirement’s Bank of America BAC Stock Holding History

Spahn Wealth & Retirement’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 		$327K Sell
5,736
-56,408
-91% -$3M 0.21% 34
2026
Q1 		$3.03M Hold
62,144
– – 3.86% 14
2025
Q4 		$3.42M Buy
62,144
+884
+1% +$46.7K 2.12% 18
2025
Q3 		$3.16M Sell
61,260
-4,415
-7% -$215K 1.87% 23
2025
Q2 		$3.11M Buy
+65,675
New +$2.76M 2% 22

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

Spahn Wealth & Retirement's BAC Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its Bank of America (BAC) stake by 91% in Q2 2026, selling an estimated $3M and leaving 5,736 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #34.

Spahn Wealth & Retirement first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.42M in Q4 2025. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Spahn Wealth & Retirement held 5,736 shares of Bank of America worth $327K as of Q2 2026.
  • Spahn Wealth & Retirement sold 56,408 Bank of America shares in Q2 2026, an estimated $3M.
  • Bank of America made up 0.21% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #34 holding.
  • Spahn Wealth & Retirement first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • Spahn Wealth & Retirement's Bank of America position peaked at $3.42M in Q4 2025.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.