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Strategic Investment Solutions’s Bank of America BAC Stock Holding History

Strategic Investment Solutions’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 		$5.7K Buy
+100
New +$5.32K ﹤0.01% 496
2025
Q2 		– Sell
-100
Closed -$4.17K – 604
2025
Q1 		$4.17K Hold
100
– – ﹤0.01% 459
2024
Q4 		$3.37K Hold
100
– – ﹤0.01% 496
2024
Q3 		$3.97K Hold
100
– – ﹤0.01% 454
2024
Q2 		$4.03K Buy
+100
New +$3.83K ﹤0.01% 438
2023
Q4 		$3.37K Sell
100
-87,226
-100% -$2.54M ﹤0.01% 903
2023
Q3 		$2.57M Buy
87,326
+86,126
+7,177% +$2.55M 0.03% 201
2023
Q2 		$33.3K Hold
1,200
– – 0.01% 371
2023
Q1 		$34.3K Buy
+1,200
New +$39.6K 0.01% 434

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 $3.38T AUM 44.17% 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

Strategic Investment Solutions's BAC Position: Q2 2026 in Review

Strategic Investment Solutions opened a new position in Bank of America (BAC) in Q2 2026: 100 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Strategic Investment Solutions previously reported a position in BAC as recently as Q1 2025.

Strategic Investment Solutions first reported a position in BAC in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2023. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Strategic Investment Solutions held 100 shares of Bank of America worth $5.7K as of Q2 2026.
  • Bank of America was a new Strategic Investment Solutions position in Q2 2026.
  • Bank of America made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #496 holding.
  • Strategic Investment Solutions first reported a position in Bank of America in Q1 2023 and has held it in 9 quarters since.
  • Strategic Investment Solutions's Bank of America position peaked at $2.57M in Q3 2023.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.