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Wealth Dimensions Group’s Bank of America BAC Stock Holding History

Wealth Dimensions 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 		$737K Buy
12,942
+192
+2% +$10.2K 0.13% 82
2026
Q1 		$622K Buy
12,750
+369
+3% +$19K 0.12% 91
2025
Q4 		$681K Sell
12,381
-1,676
-12% -$88.6K 0.14% 79
2025
Q3 		$725K Sell
14,057
-142
-1% -$6.93K 0.15% 80
2025
Q2 		$672K Buy
14,199
+109
+0.8% +$4.59K 0.15% 84
2025
Q1 		$588K Sell
14,090
-162
-1% -$7.22K 0.14% 86
2024
Q4 		$626K Buy
14,252
+7,989
+128% +$351K 0.15% 77
2024
Q3 		$249K Sell
6,263
-279
-4% -$11.2K 0.06% 129
2024
Q2 		$260K Sell
6,542
-737
-10% -$28.2K 0.07% 123
2024
Q1 		$276K Sell
7,279
-192
-3% -$6.59K 0.08% 115
2023
Q4 		$252K Sell
7,471
-414
-5% -$12.1K 0.08% 120
2023
Q3 		$216K Buy
+7,885
New +$233K 0.08% 124

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 Dimensions Group's BAC Position: Q2 2026 in Review

Wealth Dimensions Group increased its Bank of America (BAC) stake by 1.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 12,942 shares worth $737K. The position accounts for 0.13% of the portfolio, ranked #82.

Wealth Dimensions Group first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wealth Dimensions Group held 12,942 shares of Bank of America worth $737K as of Q2 2026.
  • Wealth Dimensions Group bought 192 Bank of America shares in Q2 2026, an estimated $10.2K.
  • Bank of America made up 0.13% of Wealth Dimensions Group's portfolio in Q2 2026, its #82 holding.
  • Wealth Dimensions Group first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.