WAU
BAC icon

Wellington-Altus USA’s Bank of America BAC Stock Holding History

Wellington-Altus USA’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 		$135K Buy
2,764
+410
+17% +$21.8K 0.1% 170
2026
Q1 		$134K Sell
2,354
-465
-16% -$24K 0.08% 198
2025
Q4 		$155K Buy
+2,819
New +$149K 0.11% 148

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

Wellington-Altus USA's BAC Position: Q2 2026 in Review

Wellington-Altus USA increased its Bank of America (BAC) stake by 17% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,764 shares worth $135K. The position accounts for 0.1% of the portfolio, ranked #170.

Wellington-Altus USA first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $155K in Q4 2025. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wellington-Altus USA held 2,764 shares of Bank of America worth $135K as of Q2 2026.
  • Wellington-Altus USA bought 410 Bank of America shares in Q2 2026, an estimated $21.8K.
  • Bank of America made up 0.1% of Wellington-Altus USA's portfolio in Q2 2026, its #170 holding.
  • Wellington-Altus USA first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Bank of America position peaked at $155K in Q4 2025.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.