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Twelve Points Wealth Management’s Bank of America BAC Stock Holding History

Twelve Points 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 		$246K Sell
4,326
-87
-2% -$4.63K 0.05% 184
2026
Q1 		$215K Sell
4,413
-90
-2% -$4.64K 0.05% 186
2025
Q4 		$251K Buy
4,503
+90
+2% +$4.76K 0.06% 171
2025
Q3 		$228K Hold
4,413
– – 0.06% 174
2025
Q2 		$209K Sell
4,413
-500
-10% -$21K 0.06% 178
2025
Q1 		$205K Sell
4,913
-314
-6% -$14K 0.06% 166
2024
Q4 		$230K Sell
5,227
-3,581
-41% -$158K 0.07% 160
2024
Q3 		$350K Buy
8,808
+369
+4% +$14.8K 0.11% 143
2024
Q2 		$336K Hold
8,439
– – 0.12% 144
2024
Q1 		$320K Sell
8,439
-564
-6% -$19.4K 0.12% 138
2023
Q4 		$303K Sell
9,003
-1,272
-12% -$37K 0.14% 139
2023
Q3 		$281K Sell
10,275
-2,789
-21% -$82.5K 0.14% 140
2023
Q2 		$375K Sell
13,064
-1,667
-11% -$47.6K 0.2% 129
2023
Q1 		$421K Buy
14,731
+370
+3% +$12.2K 0.24% 119
2022
Q4 		$476K Hold
14,361
– – 0.32% 96
2022
Q3 		$434K Hold
14,361
– – 0.34% 99
2022
Q2 		$447K Hold
14,361
– – 0.34% 100
2022
Q1 		$592K Sell
14,361
-165
-1% -$7.45K 0.44% 90
2021
Q4 		$646K Buy
+14,526
New +$662K 0.52% 66

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

Twelve Points Wealth Management's BAC Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Bank of America (BAC) stake by 2% in Q2 2026, selling an estimated $4.63K and leaving 4,326 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #184.

Twelve Points Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $646K in Q4 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Twelve Points Wealth Management held 4,326 shares of Bank of America worth $246K as of Q2 2026.
  • Twelve Points Wealth Management sold 87 Bank of America shares in Q2 2026, an estimated $4.63K.
  • Bank of America made up 0.05% of Twelve Points Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Twelve Points Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's Bank of America position peaked at $646K in Q4 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.