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

West Wealth 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 		$565K Buy
9,910
+602
+6% +$32K 0.09% 79
2026
Q1 		$454K Buy
9,308
+2,223
+31% +$115K 0.09% 83
2025
Q4 		$390K Buy
7,085
+281
+4% +$14.9K 0.08% 79
2025
Q3 		$356K Sell
6,804
-1,040
-13% -$50.7K 0.08% 80
2025
Q2 		$356K Buy
7,844
+1,333
+20% +$56.1K 0.09% 75
2025
Q1 		$270K Sell
6,511
-658
-9% -$29.3K 0.08% 82
2024
Q4 		$315K Buy
7,169
+652
+10% +$28.7K 0.09% 67
2024
Q3 		$259K Sell
6,517
-67
-1% -$2.69K 0.08% 73
2024
Q2 		$262K Buy
6,584
+140
+2% +$5.37K 0.09% 68
2024
Q1 		$244K Buy
6,444
+34
+0.5% +$1.17K 0.09% 73
2023
Q4 		$216K Buy
+6,410
New +$187K 0.09% 77
2022
Q1 		– Sell
-4,691
Closed -$208K – 64
2021
Q4 		$208K Buy
+4,691
New +$214K 0.08% 60

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

West Wealth Group's BAC Position: Q2 2026 in Review

West Wealth Group increased its Bank of America (BAC) stake by 6.5% in Q2 2026, buying an estimated $32K and bringing the position to 9,910 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #79.

West Wealth Group first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • West Wealth Group held 9,910 shares of Bank of America worth $565K as of Q2 2026.
  • West Wealth Group bought 602 Bank of America shares in Q2 2026, an estimated $32K.
  • Bank of America made up 0.09% of West Wealth Group's portfolio in Q2 2026, its #79 holding.
  • West Wealth Group first reported a position in Bank of America in Q4 2021 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 West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.