United Advisor Group’s Bank of America BAC Stock Holding History

United Advisor Group’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	$1.11M	Sell	19,404 -9,672	-33%	-$514K	0.12%	199
2026 Q1	$1.42M	Sell	29,076 -62	-0.2%	-$3.2K	0.17%	144
2025 Q4	$1.6M	Sell	29,138 -1,046	-3%	-$55.3K	0.2%	119
2025 Q3	$1.56M	Buy	30,184 +4,787	+19%	+$234K	0.21%	111
2025 Q2	$1.2M	Buy	25,397 +6,851	+37%	+$288K	0.21%	117
2025 Q1	$774K	Buy	18,546 +426	+2%	+$19K	0.16%	140
2024 Q4	$796K	Sell	18,120 -1,561	-8%	-$68.7K	0.16%	148
2024 Q3	$781K	Buy	19,681 +9,631	+96%	+$386K	0.18%	127
2024 Q2	$400K	Sell	10,050 -812	-7%	-$31.1K	0.12%	164
2024 Q1	$412K	Buy	+10,862	New	+$373K	0.15%	137

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

United Advisor Group's BAC Position: Q2 2026 in Review

United Advisor Group reduced its Bank of America (BAC) stake by 33% in Q2 2026, selling an estimated $514K and leaving 19,404 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #199.

United Advisor Group first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

United Advisor Group held 19,404 shares of Bank of America worth $1.11M as of Q2 2026.
United Advisor Group sold 9,672 Bank of America shares in Q2 2026, an estimated $514K.
Bank of America made up 0.12% of United Advisor Group's portfolio in Q2 2026, its #199 holding.
United Advisor Group first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Bank of America position peaked at $1.6M in Q4 2025.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.