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Wagner Wealth Management (South Carolina)’s Bank of America BAC Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$250K Buy
4,384
+112
+3% +$5.96K 0.05% 130
2026
Q1 		$208K Buy
4,272
+8
+0.2% +$413 0.04% 133
2025
Q4 		$234K Buy
4,264
+334
+8% +$17.7K 0.05% 122
2025
Q3 		$203K Buy
+3,930
New +$192K 0.05% 123
2024
Q3 		– Sell
-7,483
Closed -$298K – 228
2024
Q2 		$298K Buy
7,483
+1,404
+23% +$53.8K 0.09% 104
2024
Q1 		$231K Sell
6,079
-1,144
-16% -$39.3K 0.07% 118
2023
Q4 		$243K Sell
7,223
-7,781
-52% -$227K 0.08% 112
2023
Q3 		$411K Buy
15,004
+321
+2% +$9.5K 0.15% 74
2023
Q2 		$421K Sell
14,683
-711
-5% -$20.3K 0.16% 77
2023
Q1 		$440K Buy
15,394
+6,024
+64% +$199K 0.2% 74
2022
Q4 		$310K Buy
9,370
+351
+4% +$12.1K 0.19% 88
2022
Q3 		$272K Sell
9,019
-365
-4% -$12.2K 0.2% 84
2022
Q2 		$292K Sell
9,384
-1,612
-15% -$58K 0.23% 72
2022
Q1 		$453K Buy
10,996
+2,965
+37% +$134K 0.32% 73
2021
Q4 		$357K Buy
8,031
+2,000
+33% +$91.1K 0.27% 74
2021
Q3 		$288K Sell
6,031
-1,888
-24% -$76.1K 0.23% 85
2021
Q2 		$327K Buy
7,919
+2,842
+56% +$116K 0.23% 83
2021
Q1 		$196K Buy
+5,077
New +$175K 0.15% 115
2018
Q3 		$529K Buy
17,959
+123
+0.7% +$3.75K 0.35% 69
2018
Q2 		$503K Buy
17,836
+214
+1% +$6.38K 0.36% 66
2018
Q1 		$528K Sell
17,622
-720
-4% -$22.6K 0.4% 57
2017
Q4 		$562K Buy
+18,342
New +$506K 0.42% 55

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

Wagner Wealth Management (South Carolina)'s BAC Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Bank of America (BAC) stake by 2.6% in Q2 2026, buying an estimated $5.96K and bringing the position to 4,384 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #130.

Wagner Wealth Management (South Carolina) first reported a position in BAC in Q4 2017 and has held it in 22 quarters since. The position peaked at $562K in Q4 2017. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 4,384 shares of Bank of America worth $250K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 112 Bank of America shares in Q2 2026, an estimated $5.96K.
  • Bank of America made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #130 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Bank of America in Q4 2017 and has held it in 22 quarters since.
  • Wagner Wealth Management (South Carolina)'s Bank of America position peaked at $562K in Q4 2017.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.