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

Vertrix 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	$518K	Hold	9,099	–	–	0.17%	77
2026 Q1	$444K	Buy	+9,099	New	+$470K	0.16%	79

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

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

Vertrix Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 9,099 shares worth $518K. The position accounts for 0.17% of the portfolio, ranked #77.

Vertrix Wealth Management first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. 3,591 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Vertrix Wealth Management held 9,099 shares of Bank of America worth $518K as of Q2 2026.
Vertrix Wealth Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.17% of Vertrix Wealth Management's portfolio in Q2 2026, its #77 holding.
Vertrix Wealth Management first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
3,591 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.