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Strategies Wealth Advisors’s Bank of America BAC Stock Holding History

Strategies Wealth Advisors’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 		$287K Sell
5,039
-26
-0.5% -$1.38K 0.03% 166
2026
Q1 		$247K Sell
5,065
-236
-4% -$12.2K 0.02% 160
2025
Q4 		$292K Buy
5,301
+149
+3% +$7.88K 0.03% 147
2025
Q3 		$266K Sell
5,152
-32
-0.6% -$1.56K 0.03% 158
2025
Q2 		$245K Buy
5,184
+17
+0.3% +$715 0.03% 162
2025
Q1 		$216K Buy
+5,167
New +$230K 0.03% 164

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

Strategies Wealth Advisors's BAC Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Bank of America (BAC) stake by 0.51% in Q2 2026, selling an estimated $1.38K and leaving 5,039 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #166.

Strategies Wealth Advisors first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $292K in Q4 2025. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Strategies Wealth Advisors held 5,039 shares of Bank of America worth $287K as of Q2 2026.
  • Strategies Wealth Advisors sold 26 Bank of America shares in Q2 2026, an estimated $1.38K.
  • Bank of America made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Strategies Wealth Advisors first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Bank of America position peaked at $292K in Q4 2025.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.