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Wallace Advisory Group’s Bank of America BAC Stock Holding History

Wallace Advisory 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 		$383K Sell
6,715
-211
-3% -$11.2K 0.36% 73
2026
Q1 		$338K Sell
6,926
-222
-3% -$11.5K 0.36% 68
2025
Q4 		$393K Sell
7,148
-3,910
-35% -$207K 0.41% 59
2025
Q3 		$523K Sell
11,058
-2,177
-16% -$106K 0.42% 68
2025
Q2 		$552K Sell
13,235
-164
-1% -$6.9K 0.4% 73
2025
Q1 		$589K Sell
13,399
-212
-2% -$9.45K 0.41% 67
2024
Q4 		$540K Sell
13,611
-3,199
-19% -$141K 0.37% 74
2024
Q3 		$669K Sell
16,810
-556
-3% -$22.3K 0.49% 45
2024
Q2 		$691K Buy
17,366
+1,345
+8% +$51.5K 0.5% 46
2024
Q1 		$539K Buy
16,021
+4,566
+40% +$157K 0.41% 66
2023
Q4 		$314K Sell
11,455
-941
-8% -$27.4K 0.25% 103
2023
Q3 		$356K Buy
12,396
+1,284
+12% +$38K 0.26% 103
2023
Q2 		$318K Hold
11,112
– – 0.24% 109
2023
Q1 		$318K Buy
11,112
+279
+3% +$9.21K 0.24% 109
2022
Q4 		$359K Buy
+10,833
New +$373K 0.28% 100

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

Wallace Advisory Group's BAC Position: Q2 2026 in Review

Wallace Advisory Group reduced its Bank of America (BAC) stake by 3% in Q2 2026, selling an estimated $11.2K and leaving 6,715 shares worth $383K. The position accounts for 0.36% of the portfolio, ranked #73.

Wallace Advisory Group first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $691K in Q2 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wallace Advisory Group held 6,715 shares of Bank of America worth $383K as of Q2 2026.
  • Wallace Advisory Group sold 211 Bank of America shares in Q2 2026, an estimated $11.2K.
  • Bank of America made up 0.36% of Wallace Advisory Group's portfolio in Q2 2026, its #73 holding.
  • Wallace Advisory Group first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Bank of America position peaked at $691K in Q2 2024.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.