Swisher Financial Concepts’s Bank of America BAC Stock Holding History

Swisher Financial Concepts’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	$78.9K	Sell	1,385 -3,393	-71%	-$180K	0.05%	96
2026 Q1	$233K	Buy	4,778 +4	+0.1%	+$206	0.13%	92
2025 Q4	$263K	Buy	4,774 +4	+0.1%	+$211	0.15%	77
2025 Q3	$246K	Sell	4,770 -351	-7%	-$17.1K	0.15%	78
2025 Q2	$242K	Buy	+5,121	New	+$215K	0.16%	83
2025 Q1	–	Sell	-5,512	Closed	-$242K	–	84
2024 Q4	$242K	Buy	5,512 +7	+0.1%	+$308	0.29%	53
2024 Q3	$215K	Buy	+5,505	New	+$221K	0.14%	84
2024 Q2	–	Sell	-5,901	Closed	-$214K	–	83
2024 Q1	$214K	Sell	5,901 -493	-8%	-$16.9K	0.19%	81
2023 Q4	$205K	Buy	+6,394	New	+$186K	0.2%	78

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

Swisher Financial Concepts's BAC Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Bank of America (BAC) stake by 71% in Q2 2026, selling an estimated $180K and leaving 1,385 shares worth $78.9K. The position accounts for 0.05% of the portfolio, ranked #96.

Swisher Financial Concepts first reported a position in BAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $263K in Q4 2025. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Swisher Financial Concepts held 1,385 shares of Bank of America worth $78.9K as of Q2 2026.
Swisher Financial Concepts sold 3,393 Bank of America shares in Q2 2026, an estimated $180K.
Bank of America made up 0.05% of Swisher Financial Concepts's portfolio in Q2 2026, its #96 holding.
Swisher Financial Concepts first reported a position in Bank of America in Q4 2023 and has held it in 9 quarters since.
Swisher Financial Concepts's Bank of America position peaked at $263K in Q4 2025.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.