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Wealth Alliance’s Bank of America BAC Stock Holding History

Wealth Alliance’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 		$1.43M Sell
25,069
-1,539
-6% -$81.8K 0.12% 153
2026
Q1 		$1.3M Sell
26,608
-4,008
-13% -$207K 0.13% 152
2025
Q4 		$1.68M Sell
30,616
-2,118
-6% -$112K 0.16% 115
2025
Q3 		$1.69M Sell
32,734
-1,416
-4% -$69.1K 0.17% 108
2025
Q2 		$1.62M Buy
34,150
+2,318
+7% +$97.5K 0.18% 113
2025
Q1 		$1.33M Buy
31,832
+6,218
+24% +$277K 0.16% 127
2024
Q4 		$1.13M Buy
25,614
+6,560
+34% +$289K 0.13% 150
2024
Q3 		$756K Sell
19,054
-379
-2% -$15.2K 0.09% 199
2024
Q2 		$773K Sell
19,433
-506
-3% -$19.4K 0.1% 181
2024
Q1 		$756K Sell
19,939
-1,034
-5% -$35.5K 0.1% 194
2023
Q4 		$706K Buy
20,973
+1,604
+8% +$46.7K 0.1% 197
2023
Q3 		$530K Buy
19,369
+2,545
+15% +$75.3K 0.08% 230
2023
Q2 		$483K Sell
16,824
-5,595
-25% -$160K 0.07% 255
2023
Q1 		$641K Buy
22,419
+3,609
+19% +$119K 0.1% 203
2022
Q4 		$623K Sell
18,810
-2,264
-11% -$78K 0.11% 199
2022
Q3 		$636K Sell
21,074
-1,534
-7% -$51.3K 0.13% 182
2022
Q2 		$704K Buy
22,608
+2,219
+11% +$79.9K 0.14% 165
2022
Q1 		$840K Sell
20,389
-3,681
-15% -$166K 0.17% 137
2021
Q4 		$1.07M Sell
24,070
-927
-4% -$42.2K 0.22% 110
2021
Q3 		$1.06M Sell
24,997
-3,369
-12% -$136K 0.24% 97
2021
Q2 		$1.17M Sell
28,366
-259
-0.9% -$10.6K 0.28% 83
2021
Q1 		$1.11M Sell
28,625
-730
-2% -$25.2K 0.31% 72
2020
Q4 		$890K Buy
29,355
+169
+0.6% +$4.53K 0.26% 90
2020
Q3 		$703K Buy
29,186
+5,957
+26% +$148K 0.25% 103
2020
Q2 		$552K Buy
23,229
+5,733
+33% +$135K 0.22% 121
2020
Q1 		$371K Sell
17,496
-2,768
-14% -$83K 0.2% 134
2019
Q4 		$714K Buy
+20,264
New +$655K 0.51% 52

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 Alliance's BAC Position: Q2 2026 in Review

Wealth Alliance reduced its Bank of America (BAC) stake by 5.8% in Q2 2026, selling an estimated $81.8K and leaving 25,069 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #153.

Wealth Alliance first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.69M in Q3 2025. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wealth Alliance held 25,069 shares of Bank of America worth $1.43M as of Q2 2026.
  • Wealth Alliance sold 1,539 Bank of America shares in Q2 2026, an estimated $81.8K.
  • Bank of America made up 0.12% of Wealth Alliance's portfolio in Q2 2026, its #153 holding.
  • Wealth Alliance first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Bank of America position peaked at $1.69M in Q3 2025.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.