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Wealth Advisory Solutions’s Bank of America BAC Stock Holding History

Wealth Advisory Solutions’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 		$251K Sell
4,412
-272
-6% -$14.5K 0.05% 129
2026
Q1 		$228K Buy
4,684
+75
+2% +$3.87K 0.05% 127
2025
Q4 		$254K Sell
4,609
-553
-11% -$29.2K 0.06% 119
2025
Q3 		$266K Buy
5,162
+36
+0.7% +$1.76K 0.06% 118
2025
Q2 		$243K Buy
5,126
+214
+4% +$9K 0.06% 127
2025
Q1 		$205K Buy
4,912
+7
+0.1% +$312 0.05% 134
2024
Q4 		$216K Buy
+4,905
New +$216K 0.06% 118
2024
Q3 		– Sell
-5,379
Closed -$214K – 123
2024
Q2 		$214K Sell
5,379
-3,276
-38% -$126K 0.06% 116
2024
Q1 		$328K Sell
8,655
-4,684
-35% -$161K 0.09% 104
2023
Q4 		$449K Sell
13,339
-2,724
-17% -$79.3K 0.16% 57
2023
Q3 		$440K Buy
16,063
+4,175
+35% +$124K 0.09% 97
2023
Q2 		$341K Buy
11,888
+449
+4% +$12.8K 0.09% 88
2023
Q1 		$327K Sell
11,439
-281
-2% -$9.28K 0.09% 104
2022
Q4 		$388K Sell
11,720
-1,288
-10% -$44.4K 0.1% 101
2022
Q3 		$393K Sell
13,008
-121,164
-90% -$4.05M 0.11% 103
2022
Q2 		$4.18M Buy
134,172
+531
+0.4% +$19.1K 1.03% 30
2022
Q1 		$5.51M Buy
+133,641
New +$6.03M 1.15% 28
2021
Q3 		$5.71M Buy
134,390
+7,140
+6% +$288K 1.27% 20
2021
Q2 		$5.25M Sell
127,250
-120,918
-49% -$4.96M 1.25% 23
2021
Q1 		$9.71M Buy
248,168
+225,385
+989% +$7.78M 2.02% 13
2020
Q4 		$690K Buy
22,783
+1,908
+9% +$51.1K 0.19% 79
2020
Q3 		$502K Buy
20,875
+718
+4% +$17.9K 0.13% 108
2020
Q2 		$478K Buy
+20,157
New +$476K 0.13% 111

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

Wealth Advisory Solutions's BAC Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its Bank of America (BAC) stake by 5.8% in Q2 2026, selling an estimated $14.5K and leaving 4,412 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #129.

Wealth Advisory Solutions first reported a position in BAC in Q2 2020 and has held it in 23 quarters since. The position peaked at $9.71M in Q1 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wealth Advisory Solutions held 4,412 shares of Bank of America worth $251K as of Q2 2026.
  • Wealth Advisory Solutions sold 272 Bank of America shares in Q2 2026, an estimated $14.5K.
  • Bank of America made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #129 holding.
  • Wealth Advisory Solutions first reported a position in Bank of America in Q2 2020 and has held it in 23 quarters since.
  • Wealth Advisory Solutions's Bank of America position peaked at $9.71M in Q1 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.