SWAG
BAC icon

Spectrum Wealth Advisory Group’s Bank of America BAC Stock Holding History

Spectrum Wealth Advisory 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 		$479K Buy
+8,406
New +$447K 0.14% 53
2022
Q1 		– Sell
-4,567
Closed -$203K – 47
2021
Q4 		$203K Buy
+4,567
New +$208K 0.18% 48

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

Spectrum Wealth Advisory Group's BAC Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Bank of America (BAC) in Q2 2026: 8,406 shares worth $479K. The stake represents 0.14% of the portfolio and ranks #53 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in BAC as recently as Q4 2021.

Spectrum Wealth Advisory Group first reported a position in BAC in Q4 2021 and has held it in 2 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Spectrum Wealth Advisory Group held 8,406 shares of Bank of America worth $479K as of Q2 2026.
  • Bank of America was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Bank of America made up 0.14% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #53 holding.
  • Spectrum Wealth Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 2 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.