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

Trueblood 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 		$291K Sell
5,100
-239
-4% -$12.7K 0.1% 209
2026
Q1 		$260K Sell
5,339
-6
-0.1% -$310 0.1% 219
2025
Q4 		$294K Buy
5,345
+19
+0.4% +$1K 0.11% 201
2025
Q3 		$275K Buy
5,326
+167
+3% +$8.15K 0.11% 212
2025
Q2 		$244K Buy
5,159
+19
+0.4% +$799 0.1% 219
2025
Q1 		$214K Buy
+5,140
New +$229K 0.1% 220

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

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

Trueblood Wealth Management reduced its Bank of America (BAC) stake by 4.5% in Q2 2026, selling an estimated $12.7K and leaving 5,100 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #209.

Trueblood Wealth Management first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $294K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Trueblood Wealth Management held 5,100 shares of Bank of America worth $291K as of Q2 2026.
  • Trueblood Wealth Management sold 239 Bank of America shares in Q2 2026, an estimated $12.7K.
  • Bank of America made up 0.1% of Trueblood Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Trueblood Wealth Management first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • Trueblood Wealth Management's Bank of America position peaked at $294K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.