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

Tandem 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 		$761K Buy
13,361
+722
+6% +$38.4K 0.3% 32
2026
Q1 		$616K Buy
12,639
+1,268
+11% +$65.4K 0.27% 32
2025
Q4 		$625K Buy
11,371
+1,861
+20% +$98.4K 0.28% 30
2025
Q3 		$491K Sell
9,510
-1,949
-17% -$95.1K 0.23% 33
2025
Q2 		$542K Buy
11,459
+1,642
+17% +$69.1K 0.27% 30
2025
Q1 		$410K Buy
9,817
+1,013
+12% +$45.1K 0.21% 35
2024
Q4 		$387K Buy
8,804
+1,068
+14% +$47K 0.2% 36
2024
Q3 		$307K Sell
7,736
-23
-0.3% -$922 0.16% 44
2024
Q2 		$309K Hold
7,759
– – 0.17% 41
2024
Q1 		$294K Buy
7,759
+1,025
+15% +$35.2K 0.16% 40
2023
Q4 		$227K Hold
6,734
– – 0.13% 48
2023
Q3 		$184K Buy
+6,734
New +$199K 0.11% 51
2023
Q1 		– Sell
-5,582
Closed -$185K – 48
2022
Q4 		$185K Buy
+5,582
New +$192K 0.12% 52

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

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

Tandem Wealth Advisors increased its Bank of America (BAC) stake by 5.7% in Q2 2026, buying an estimated $38.4K and bringing the position to 13,361 shares worth $761K. The position accounts for 0.3% of the portfolio, ranked #32.

Tandem Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 13 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Tandem Wealth Advisors held 13,361 shares of Bank of America worth $761K as of Q2 2026.
  • Tandem Wealth Advisors bought 722 Bank of America shares in Q2 2026, an estimated $38.4K.
  • Bank of America made up 0.3% of Tandem Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Tandem Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 13 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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