WCFA
BAC icon

Walkner Condon Financial Advisors’s Bank of America BAC Stock Holding History

Walkner Condon Financial 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 		$513K Buy
9,010
+275
+3% +$14.6K 0.06% 189
2026
Q1 		$426K Buy
8,735
+96
+1% +$4.95K 0.06% 198
2025
Q4 		$475K Buy
8,639
+272
+3% +$14.4K 0.07% 183
2025
Q3 		$432K Buy
8,367
+47
+0.6% +$2.29K 0.07% 191
2025
Q2 		$394K Buy
8,320
+979
+13% +$41.2K 0.07% 190
2025
Q1 		$306K Buy
7,341
+536
+8% +$23.9K 0.06% 199
2024
Q4 		$299K Sell
6,805
-625
-8% -$27.5K 0.06% 217
2024
Q3 		$295K Sell
7,430
-290
-4% -$11.6K 0.06% 215
2024
Q2 		$307K Buy
7,720
+981
+15% +$37.6K 0.07% 198
2024
Q1 		$256K Buy
6,739
+225
+3% +$7.72K 0.05% 232
2023
Q4 		$219K Buy
+6,514
New +$190K 0.05% 244
2023
Q3 		– Sell
-7,489
Closed -$215K – 243
2023
Q2 		$215K Buy
+7,489
New +$214K 0.06% 225
2022
Q2 		– Sell
-5,753
Closed -$239K – 218
2022
Q1 		$239K Buy
+5,753
New +$260K 0.07% 190
2021
Q4 		– Sell
-4,893
Closed -$208K – 123
2021
Q3 		$208K Buy
+4,893
New +$197K 0.1% 137

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

Walkner Condon Financial Advisors's BAC Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Bank of America (BAC) stake by 3.1% in Q2 2026, buying an estimated $14.6K and bringing the position to 9,010 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #189.

Walkner Condon Financial Advisors first reported a position in BAC in Q3 2021 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Walkner Condon Financial Advisors held 9,010 shares of Bank of America worth $513K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 275 Bank of America shares in Q2 2026, an estimated $14.6K.
  • Bank of America made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #189 holding.
  • Walkner Condon Financial Advisors first reported a position in Bank of America in Q3 2021 and has held it in 14 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.