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Wealthspire Advisors (New York)’s Bank of America BAC Stock Holding History

Wealthspire Advisors (New York)’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 		$8.23M Buy
144,359
+64,345
+80% +$3.42M 0.05% 195
2026
Q1 		$3.9M Sell
80,014
-56,716
-41% -$2.93M 0.03% 188
2025
Q4 		$7.52M Buy
136,730
+41,268
+43% +$2.18M 0.06% 133
2025
Q3 		$4.92M Sell
95,462
-8,796
-8% -$429K 0.03% 170
2025
Q2 		$4.93M Sell
104,258
-26,952
-21% -$1.13M 0.03% 160
2025
Q1 		$5.48M Sell
131,210
-1,039
-0.8% -$46.3K 0.03% 156
2024
Q4 		$5.81M Sell
132,249
-34,381
-21% -$1.51M 0.06% 136
2024
Q3 		$6.61M Buy
166,630
+41,090
+33% +$1.65M 0.07% 129
2024
Q2 		$4.99M Buy
125,540
+6,708
+6% +$257K 0.06% 118
2024
Q1 		$4.51M Buy
118,832
+1,287
+1% +$44.2K 0.06% 118
2023
Q4 		$3.96M Buy
117,545
+7,838
+7% +$228K 0.06% 124
2023
Q3 		$3M Buy
109,707
+5,827
+6% +$172K 0.05% 134
2023
Q2 		$2.98M Sell
103,880
-3,212
-3% -$91.7K 0.05% 120
2023
Q1 		$3.06M Sell
107,092
-18,465
-15% -$610K 0.05% 121
2022
Q4 		$4.16M Sell
125,557
-9,948
-7% -$343K 0.08% 107
2022
Q3 		$4.09M Buy
135,505
+28,049
+26% +$938K 0.09% 101
2022
Q2 		$3.35M Buy
107,456
+10,098
+10% +$364K 0.07% 111
2022
Q1 		$4.01M Sell
97,358
-19,320
-17% -$872K 0.09% 85
2021
Q4 		$5.19M Sell
116,678
-27,672
-19% -$1.26M 0.11% 80
2021
Q3 		$6.13M Buy
144,350
+71,437
+98% +$2.88M 0.13% 83
2021
Q2 		$3.01M Sell
72,913
-95,211
-57% -$3.9M 0.08% 86
2021
Q1 		$6.5M Buy
168,124
+76,384
+83% +$2.64M 0.15% 77
2020
Q4 		$2.78M Buy
91,740
+42,608
+87% +$1.14M 0.08% 108
2020
Q3 		$1.18M Buy
49,132
+5,464
+13% +$136K 0.07% 115
2020
Q2 		$1.04M Sell
43,668
-72,979
-63% -$1.72M 0.07% 104
2020
Q1 		$2.48M Buy
116,647
+87,004
+294% +$2.61M 0.1% 111
2019
Q4 		$1.04M Buy
29,643
+7,566
+34% +$245K 0.08% 62
2019
Q3 		$644K Buy
+22,077
New +$635K 0.05% 71
2019
Q1 		– Sell
-5,794
Closed -$143K – 115
2018
Q4 		$143K Buy
+5,794
New +$157K 0.01% 86

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s BAC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Bank of America (BAC) stake by 80% in Q2 2026, buying an estimated $3.42M and bringing the position to 144,359 shares worth $8.23M. The position accounts for 0.05% of the portfolio, ranked #195.

Wealthspire Advisors (New York) first reported a position in BAC in Q4 2018 and has held it in 29 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wealthspire Advisors (New York) held 144,359 shares of Bank of America worth $8.23M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 64,345 Bank of America shares in Q2 2026, an estimated $3.42M.
  • Bank of America made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #195 holding.
  • Wealthspire Advisors (New York) first reported a position in Bank of America in Q4 2018 and has held it in 29 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.