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Successful Portfolios’s Bank of America BAC Stock Holding History

Successful Portfolios’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 		$497K Sell
8,359
-403
-5% -$21.4K 0.23% 86
2026
Q1 		$421K Sell
8,762
-86
-1% -$4.44K 0.23% 90
2025
Q4 		$494K Buy
8,848
+388
+5% +$20.5K 0.25% 85
2025
Q3 		$436K Buy
8,460
+120
+1% +$5.85K 0.25% 81
2025
Q2 		$395K Sell
8,340
-20
-0.2% -$841 0.24% 87
2025
Q1 		$349K Sell
8,360
-35
-0.4% -$1.56K 0.24% 86
2024
Q4 		$369K Buy
8,395
+100
+1% +$4.4K 0.25% 81
2024
Q3 		$329K Hold
8,295
– – 0.22% 96
2024
Q2 		$330K Sell
8,295
-1,050
-11% -$40.2K 0.23% 92
2024
Q1 		$354K Buy
9,345
+47
+0.5% +$1.61K 0.24% 96
2023
Q4 		$313K Buy
9,298
+1,120
+14% +$32.6K 0.23% 101
2023
Q3 		$224K Buy
8,178
+6
+0.1% +$178 0.2% 119
2023
Q2 		$234K Sell
8,172
-5,325
-39% -$152K 0.2% 117
2023
Q1 		$386K Sell
13,497
-92
-0.7% -$3.04K 0.24% 102
2022
Q4 		$450K Buy
13,589
+460
+4% +$15.8K 0.29% 90
2022
Q3 		$396K Buy
13,129
+100
+0.8% +$3.34K 0.29% 88
2022
Q2 		$406K Sell
13,029
-205
-2% -$7.38K 0.27% 95
2022
Q1 		$546K Sell
13,234
-581
-4% -$26.2K 0.31% 82
2021
Q4 		$615K Sell
13,815
-70
-0.5% -$3.19K 0.33% 71
2021
Q3 		$589K Sell
13,885
-327
-2% -$13.2K 0.35% 72
2021
Q2 		$586K Sell
14,212
-74
-0.5% -$3.03K 0.36% 72
2021
Q1 		$553K Sell
14,286
-193
-1% -$6.66K 0.36% 75
2020
Q4 		$439K Buy
14,479
+1,113
+8% +$29.8K 0.31% 84
2020
Q3 		$322K Buy
13,366
+1,340
+11% +$33.4K 0.26% 106
2020
Q2 		$286K Buy
+12,026
New +$284K 0.25% 111
2020
Q1 		– Sell
-6,771
Closed -$238K – 154
2019
Q4 		$238K Sell
6,771
-762
-10% -$24.6K 0.21% 129
2019
Q3 		$220K Buy
+7,533
New +$217K 0.21% 131

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

Successful Portfolios's BAC Position: Q2 2026 in Review

Successful Portfolios reduced its Bank of America (BAC) stake by 4.6% in Q2 2026, selling an estimated $21.4K and leaving 8,359 shares worth $497K. The position accounts for 0.23% of the portfolio, ranked #86.

Successful Portfolios first reported a position in BAC in Q3 2019 and has held it in 27 quarters since. The position peaked at $615K in Q4 2021. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Successful Portfolios held 8,359 shares of Bank of America worth $497K as of Q2 2026.
  • Successful Portfolios sold 403 Bank of America shares in Q2 2026, an estimated $21.4K.
  • Bank of America made up 0.23% of Successful Portfolios's portfolio in Q2 2026, its #86 holding.
  • Successful Portfolios first reported a position in Bank of America in Q3 2019 and has held it in 27 quarters since.
  • Successful Portfolios's Bank of America position peaked at $615K in Q4 2021.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.