Strategic Family Wealth Counselors’s Bank of America BAC Stock Holding History

Strategic Family Wealth Counselors’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	$436K	Sell	7,653 -491	-6%	-$26.1K	0.1%	114
2026 Q1	$397K	Sell	8,144 -8,830	-52%	-$456K	0.1%	111
2025 Q4	$884K	Buy	16,974 +8,976	+112%	+$474K	0.2%	82
2025 Q3	$413K	Hold	7,998	–	–	0.11%	109
2025 Q2	$378K	Sell	7,998 -281	-3%	-$11.8K	0.11%	109
2025 Q1	$345K	Buy	8,279 +236	+3%	+$10.5K	0.11%	104
2024 Q4	$353K	Buy	8,043 +2,549	+46%	+$112K	0.12%	102
2024 Q3	$218K	Sell	5,494 -3	-0.1%	-$120	0.08%	124
2024 Q2	$219K	Buy	5,497 +32	+0.6%	+$1.23K	0.08%	113
2024 Q1	$207K	Buy	+5,465	New	+$188K	0.08%	112
2022 Q1	–	Sell	-4,646	Closed	-$207K	–	102
2021 Q4	$207K	Sell	4,646 -572	-11%	-$26.1K	0.07%	99
2021 Q3	$221K	Buy	+5,218	New	+$210K	0.08%	87

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Family Wealth Counselors's BAC Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its Bank of America (BAC) stake by 6% in Q2 2026, selling an estimated $26.1K and leaving 7,653 shares worth $436K. The position accounts for 0.1% of the portfolio, ranked #114.

Strategic Family Wealth Counselors first reported a position in BAC in Q3 2021 and has held it in 12 quarters since. The position peaked at $884K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Strategic Family Wealth Counselors held 7,653 shares of Bank of America worth $436K as of Q2 2026.
Strategic Family Wealth Counselors sold 491 Bank of America shares in Q2 2026, an estimated $26.1K.
Bank of America made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #114 holding.
Strategic Family Wealth Counselors first reported a position in Bank of America in Q3 2021 and has held it in 12 quarters since.
Strategic Family Wealth Counselors's Bank of America position peaked at $884K in Q4 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.