Tanager Wealth Management’s Bank of America BAC Stock Holding History

Tanager Wealth Management’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	$213K	Buy	+3,742	New	+$199K	0.02%	149
2024 Q4	–	Sell	-5,726	Closed	-$227K	–	120
2024 Q3	$227K	Sell	5,726 -12	-0.2%	-$481	0.03%	98
2024 Q2	$228K	Buy	5,738 +102	+2%	+$3.91K	0.03%	88
2024 Q1	$214K	Buy	+5,636	New	+$193K	0.03%	83
2023 Q4	–	Sell	-10,829	Closed	-$296K	–	80
2023 Q3	$296K	Sell	10,829 -66	-0.6%	-$1.95K	0.06%	67
2023 Q2	$313K	Sell	10,895 -99	-0.9%	-$2.83K	0.07%	66
2023 Q1	$314K	Buy	+10,994	New	+$363K	0.07%	61

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

Tanager Wealth Management's BAC Position: Q2 2026 in Review

Tanager Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 3,742 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings. This is a return to the name: Tanager Wealth Management previously reported a position in BAC as recently as Q3 2024.

Tanager Wealth Management first reported a position in BAC in Q1 2023 and has held it in 7 quarters since. The position peaked at $314K in Q1 2023. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Tanager Wealth Management held 3,742 shares of Bank of America worth $213K as of Q2 2026.
Bank of America was a new Tanager Wealth Management position in Q2 2026.
Bank of America made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #149 holding.
Tanager Wealth Management first reported a position in Bank of America in Q1 2023 and has held it in 7 quarters since.
Tanager Wealth Management's Bank of America position peaked at $314K in Q1 2023.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.