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Spire Wealth Management’s Bank of America BAC Stock Holding History

Spire Wealth Management’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 		$2.47M Buy
43,312
+2,687
+7% +$143K 0.07% 239
2026
Q1 		$1.98M Sell
40,625
-3,874
-9% -$200K 0.07% 261
2025
Q4 		$2.45M Sell
44,499
-3,387
-7% -$179K 0.08% 213
2025
Q3 		$2.47M Sell
47,886
-3,523
-7% -$172K 0.08% 197
2025
Q2 		$2.43M Sell
51,409
-22,410
-30% -$943K 0.09% 193
2025
Q1 		$3.08M Buy
73,819
+3,371
+5% +$150K 0.1% 193
2024
Q4 		$3.1M Buy
70,448
+1,593
+2% +$70.1K 0.1% 181
2024
Q3 		$2.73M Buy
68,855
+168
+0.2% +$6.73K 0.09% 181
2024
Q2 		$2.73M Sell
68,687
-12,767
-16% -$489K 0.1% 186
2024
Q1 		$3.09M Buy
81,454
+6,567
+9% +$225K 0.06% 197
2023
Q4 		$2.41M Sell
74,887
-5,397
-7% -$157K 0.08% 206
2023
Q3 		$2.2M Buy
80,284
+481
+0.6% +$14.2K 0.08% 208
2023
Q2 		$2.29M Sell
79,803
-8,175
-9% -$233K 0.08% 217
2023
Q1 		$2.52M Buy
87,978
+23,591
+37% +$779K 0.1% 205
2022
Q4 		$2.13M Buy
64,387
+14,024
+28% +$483K 0.12% 149
2022
Q3 		$1.52M Sell
50,363
-52,889
-51% -$1.77M 0.09% 156
2022
Q2 		$3.21M Sell
103,252
-22,288
-18% -$802K 0.13% 152
2022
Q1 		$5.17M Sell
125,540
-300,734
-71% -$13.6M 0.14% 150
2021
Q4 		$19M Buy
426,274
+79,039
+23% +$3.6M 0.42% 55
2021
Q3 		$14.7M Buy
347,235
+20,835
+6% +$839K 0.39% 65
2021
Q2 		$13.5M Sell
326,400
-43,290
-12% -$1.77M 0.36% 70
2021
Q1 		$14.2M Buy
+369,690
New +$12.8M 0.38% 63

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

Spire Wealth Management's BAC Position: Q2 2026 in Review

Spire Wealth Management increased its Bank of America (BAC) stake by 6.6% in Q2 2026, buying an estimated $143K and bringing the position to 43,312 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #239.

Spire Wealth Management first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. The position peaked at $19M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Spire Wealth Management held 43,312 shares of Bank of America worth $2.47M as of Q2 2026.
  • Spire Wealth Management bought 2,687 Bank of America shares in Q2 2026, an estimated $143K.
  • Bank of America made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Spire Wealth Management first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Bank of America position peaked at $19M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.