Total Clarity Wealth Management’s Bank of America BAC Stock Holding History

Total Clarity 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	$279K	Buy	4,889 +168	+4%	+$8.94K	0.05%	309
2026 Q1	$230K	Buy	4,721 +156	+3%	+$8.05K	0.05%	284
2025 Q4	$251K	Buy	4,565 +129	+3%	+$6.82K	0.06%	258
2025 Q3	$229K	Sell	4,436 -21	-0.5%	-$1.02K	0.06%	255
2025 Q2	$211K	Buy	+4,457	New	+$188K	0.06%	268
2024 Q3	–	Sell	-11,858	Closed	-$472K	–	260
2024 Q2	$472K	Sell	11,858 -2,520	-18%	-$96.6K	0.16%	142
2024 Q1	$545K	Sell	14,378 -575	-4%	-$19.7K	0.19%	139
2023 Q4	$503K	Buy	14,953 +870	+6%	+$25.3K	0.21%	126
2023 Q3	$386K	Buy	14,083 +2,927	+26%	+$86.6K	0.19%	136
2023 Q2	$320K	Buy	+11,156	New	+$318K	0.16%	145
2022 Q3	–	Sell	-1,100	Closed	-$34K	–	281
2022 Q2	$34K	Buy	+1,100	New	+$39.6K	0.02%	472

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

Total Clarity Wealth Management's BAC Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Bank of America (BAC) stake by 3.6% in Q2 2026, buying an estimated $8.94K and bringing the position to 4,889 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #309.

Total Clarity Wealth Management first reported a position in BAC in Q2 2022 and has held it in 11 quarters since. The position peaked at $545K in Q1 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Total Clarity Wealth Management held 4,889 shares of Bank of America worth $279K as of Q2 2026.
Total Clarity Wealth Management bought 168 Bank of America shares in Q2 2026, an estimated $8.94K.
Bank of America made up 0.05% of Total Clarity Wealth Management's portfolio in Q2 2026, its #309 holding.
Total Clarity Wealth Management first reported a position in Bank of America in Q2 2022 and has held it in 11 quarters since.
Total Clarity Wealth Management's Bank of America position peaked at $545K in Q1 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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