Tanglewood Legacy Advisors’s Bank of America BAC Stock Holding History

Tanglewood Legacy 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	$44.2K	Hold	775	–	–	0.01%	173
2026 Q1	$37.8K	Hold	775	–	–	0.01%	175
2025 Q4	$42.6K	Hold	775	–	–	0.02%	171
2025 Q3	$40K	Hold	775	–	–	0.02%	182
2025 Q2	$36.7K	Hold	775	–	–	0.02%	189
2025 Q1	$32.3K	Sell	775 -72	-9%	-$3.21K	0.01%	197
2024 Q4	$37.2K	Hold	847	–	–	0.02%	192
2024 Q3	$33.6K	Hold	847	–	–	0.01%	182
2024 Q2	$33.7K	Hold	847	–	–	0.02%	183
2024 Q1	$32.1K	Buy	847 +72	+9%	+$2.47K	0.02%	189
2023 Q4	$26.1K	Hold	775	–	–	0.01%	190
2023 Q3	$21.2K	Hold	775	–	–	0.01%	209
2023 Q2	$22.2K	Hold	775	–	–	0.01%	208
2023 Q1	$22.2K	Hold	775	–	–	0.01%	202
2022 Q4	$25.7K	Buy	+775	New	+$26.7K	0.02%	170

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

Tanglewood Legacy Advisors's BAC Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Bank of America (BAC) position steady in Q2 2026 at 775 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #173.

Tanglewood Legacy Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Tanglewood Legacy Advisors held 775 shares of Bank of America worth $44.2K as of Q2 2026.
Tanglewood Legacy Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #173 holding.
Tanglewood Legacy Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.