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

Tulsa 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 		$485K Buy
8,512
+1,711
+25% +$91K 0.07% 111
2026
Q1 		$332K Sell
6,801
-2,776
-29% -$143K 0.06% 119
2025
Q4 		$527K Buy
+9,577
New +$506K 0.18% 71

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

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

Tulsa Wealth Advisors increased its Bank of America (BAC) stake by 25% in Q2 2026, buying an estimated $91K and bringing the position to 8,512 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #111.

Tulsa Wealth Advisors first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $527K in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Tulsa Wealth Advisors held 8,512 shares of Bank of America worth $485K as of Q2 2026.
  • Tulsa Wealth Advisors bought 1,711 Bank of America shares in Q2 2026, an estimated $91K.
  • Bank of America made up 0.07% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Tulsa Wealth Advisors first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Bank of America position peaked at $527K in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.