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SteelPeak Wealth’s Bank of America BAC Stock Holding History

SteelPeak Wealth’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 		$6.87M Buy
120,627
+13,387
+12% +$712K 0.18% 107
2026
Q1 		$5.23M Sell
107,240
-5,309
-5% -$274K 0.16% 108
2025
Q4 		$6.19M Buy
112,549
+54,338
+93% +$2.87M 0.2% 92
2025
Q3 		$3M Buy
58,211
+5,583
+11% +$272K 0.1% 158
2025
Q2 		$2.49M Sell
52,628
-7,063
-12% -$297K 0.1% 167
2025
Q1 		$2.49M Buy
59,691
+3,501
+6% +$156K 0.1% 155
2024
Q4 		$2.47M Sell
56,190
-5,621
-9% -$247K 0.1% 152
2024
Q3 		$2.45M Buy
61,811
+7,418
+14% +$297K 0.11% 146
2024
Q2 		$2.16M Buy
54,393
+14,901
+38% +$571K 0.1% 153
2024
Q1 		$1.5M Sell
39,492
-107,291
-73% -$3.68M 0.08% 189
2023
Q4 		$4.94M Buy
146,783
+47,215
+47% +$1.37M 0.29% 84
2023
Q3 		$2.73M Sell
99,568
-3,448
-3% -$102K 0.17% 113
2023
Q2 		$2.96M Sell
103,016
-58,664
-36% -$1.67M 0.18% 98
2023
Q1 		$4.62M Buy
161,680
+38,483
+31% +$1.27M 0.31% 71
2022
Q4 		$4.08M Sell
123,197
-19,281
-14% -$664K 0.3% 73
2022
Q3 		$4.3M Buy
142,478
+4,080
+3% +$136K 0.32% 67
2022
Q2 		$4.31M Buy
138,398
+52,058
+60% +$1.87M 0.31% 68
2022
Q1 		$3.56M Buy
86,340
+3,128
+4% +$141K 0.2% 91
2021
Q4 		$3.7M Sell
83,212
-2,499
-3% -$114K 0.21% 88
2021
Q3 		$3.64M Sell
85,711
-963
-1% -$38.8K 0.24% 79
2021
Q2 		$3.57M Sell
86,674
-26,027
-23% -$1.07M 0.25% 83
2021
Q1 		$4.36M Buy
112,701
+26,265
+30% +$906K 0.34% 71
2020
Q4 		$2.62M Buy
86,436
+4,331
+5% +$116K 0.24% 86
2020
Q3 		$1.98M Buy
82,105
+57,896
+239% +$1.44M 0.21% 91
2020
Q2 		$575K Buy
+24,209
New +$572K 0.07% 157
2020
Q1 		– Sell
-12,799
Closed -$451K – 255
2019
Q4 		$451K Buy
+12,799
New +$414K 0.06% 176

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

SteelPeak Wealth's BAC Position: Q2 2026 in Review

SteelPeak Wealth increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $712K and bringing the position to 120,627 shares worth $6.87M. The position accounts for 0.18% of the portfolio, ranked #107.

SteelPeak Wealth first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SteelPeak Wealth held 120,627 shares of Bank of America worth $6.87M as of Q2 2026.
  • SteelPeak Wealth bought 13,387 Bank of America shares in Q2 2026, an estimated $712K.
  • Bank of America made up 0.18% of SteelPeak Wealth's portfolio in Q2 2026, its #107 holding.
  • SteelPeak Wealth first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.