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WFA of San Diego’s Bank of America BAC Stock Holding History

WFA of San Diego’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 		$207K Sell
3,223
-400
-11% -$21.3K 0.17% 93
2026
Q1 		$177K Hold
3,623
– – 0.14% 94
2025
Q4 		$199K Buy
3,623
+137
+4% +$7.24K 0.15% 95
2025
Q3 		$180K Hold
3,486
– – 0.12% 101
2025
Q2 		$165K Buy
+3,486
New +$147K 0.12% 100
2024
Q3 		$297K Sell
7,493
-43
-0.6% -$1.72K 0.25% 79
2024
Q2 		$300K Buy
+7,536
New +$289K 0.27% 72
2023
Q3 		$203K Sell
7,406
-180
-2% -$5.33K 0.21% 78
2023
Q2 		$218K Sell
7,586
-69
-0.9% -$1.97K 0.21% 78
2023
Q1 		$219K Sell
7,655
-1,736
-18% -$57.3K 0.23% 70
2022
Q4 		$311K Sell
9,391
-181
-2% -$6.23K 0.24% 70
2022
Q3 		$289K Buy
9,572
+2,360
+33% +$78.9K 0.26% 74
2022
Q2 		$225K Sell
7,212
-443
-6% -$15.9K 0.19% 78
2022
Q1 		$316K Sell
7,655
-2,351
-23% -$106K 0.24% 75
2021
Q4 		$445K Buy
10,006
+1,985
+25% +$90.4K 0.26% 74
2021
Q3 		$340K Sell
8,021
-75
-0.9% -$3.02K 0.24% 77
2021
Q2 		$334K Sell
8,096
-410
-5% -$16.8K 0.26% 69
2021
Q1 		$329K Buy
+8,506
New +$294K 0.27% 68
2020
Q4 		– Sell
-10,225
Closed -$246K – 95
2020
Q3 		$246K Sell
10,225
-174,400
-94% -$4.34M 0.23% 71
2020
Q2 		$6.22M Buy
+184,625
New +$4.36M 1.46% 9

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

WFA of San Diego's BAC Position: Q2 2026 in Review

WFA of San Diego reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $21.3K and leaving 3,223 shares worth $207K. The position accounts for 0.17% of the portfolio, ranked #93.

WFA of San Diego first reported a position in BAC in Q2 2020 and has held it in 20 quarters since. The position peaked at $6.22M in Q2 2020. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • WFA of San Diego held 3,223 shares of Bank of America worth $207K as of Q2 2026.
  • WFA of San Diego sold 400 Bank of America shares in Q2 2026, an estimated $21.3K.
  • Bank of America made up 0.17% of WFA of San Diego's portfolio in Q2 2026, its #93 holding.
  • WFA of San Diego first reported a position in Bank of America in Q2 2020 and has held it in 20 quarters since.
  • WFA of San Diego's Bank of America position peaked at $6.22M in Q2 2020.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.