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Spartan Wealth Advisory Services LLC’s Bank of America BAC Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$559K Sell
9,814
-4,798
-33% -$255K 0.05% 213
2026
Q1 		$712K Buy
+14,612
New +$754K 0.06% 182

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's BAC Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Bank of America (BAC) stake by 33% in Q2 2026, selling an estimated $255K and leaving 9,814 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #213.

Spartan Wealth Advisory Services LLC first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. The position peaked at $712K in Q1 2026. 3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 9,814 shares of Bank of America worth $559K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 4,798 Bank of America shares in Q2 2026, an estimated $255K.
  • Bank of America made up 0.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #213 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Bank of America position peaked at $712K in Q1 2026.
  • 3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.