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Warren Street Wealth Advisors’s Bank of America BAC Stock Holding History

Warren Street Wealth 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 		$221K Buy
+3,877
New +$206K 0.05% 134
2026
Q1 		– Sell
-3,842
Closed -$211K – 134
2025
Q4 		$211K Sell
3,842
-523
-12% -$27.6K 0.06% 113
2025
Q3 		$225K Buy
+4,365
New +$213K 0.07% 132

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Warren Street Wealth Advisors's BAC Position: Q2 2026 in Review

Warren Street Wealth Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,877 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings. This is a return to the name: Warren Street Wealth Advisors previously reported a position in BAC as recently as Q4 2025.

Warren Street Wealth Advisors first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q3 2025. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Warren Street Wealth Advisors held 3,877 shares of Bank of America worth $221K as of Q2 2026.
  • Bank of America was a new Warren Street Wealth Advisors position in Q2 2026.
  • Bank of America made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Warren Street Wealth Advisors first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
  • Warren Street Wealth Advisors's Bank of America position peaked at $225K in Q3 2025.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.