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

TSA 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	$237K	Hold	4,153	–	–	0.07%	106
2026 Q1	$202K	Hold	4,153	–	–	0.07%	103
2025 Q4	$228K	Buy	+4,153	New	+$220K	0.08%	84

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

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

TSA Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 4,153 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #106.

TSA Wealth Management first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

TSA Wealth Management held 4,153 shares of Bank of America worth $237K as of Q2 2026.
TSA Wealth Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.07% of TSA Wealth Management's portfolio in Q2 2026, its #106 holding.
TSA Wealth Management first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.