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Widmann Financial Services’s Bank of America BAC Stock Holding History

Widmann Financial Services’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 		$644K Buy
11,308
+4,802
+74% +$255K 0.35% 73
2026
Q1 		$317K Buy
6,506
+28
+0.4% +$1.45K 0.19% 95
2025
Q4 		$356K Sell
6,478
-700
-10% -$37K 0.22% 83
2025
Q3 		$370K Hold
7,178
– – 0.23% 80
2025
Q2 		$340K Hold
7,178
– – 0.24% 79
2025
Q1 		$300K Hold
7,178
– – 0.23% 81
2024
Q4 		$315K Hold
7,178
– – 0.24% 76
2024
Q3 		$285K Sell
7,178
-470
-6% -$18.8K 0.22% 82
2024
Q2 		$304K Sell
7,648
-270
-3% -$10.3K 0.25% 76
2024
Q1 		$300K Sell
7,918
-578
-7% -$19.8K 0.25% 73
2023
Q4 		$286K Buy
8,496
+498
+6% +$14.5K 0.26% 75
2023
Q3 		$219K Buy
7,998
+845
+12% +$25K 0.22% 77
2023
Q2 		$205K Sell
7,153
-242
-3% -$6.91K 0.2% 80
2023
Q1 		$212K Buy
7,395
+296
+4% +$9.77K 0.21% 74
2022
Q4 		$235K Buy
7,099
+2
+0% +$69 0.25% 71
2022
Q3 		$214K Buy
7,097
+36
+0.5% +$1.2K 0.24% 74
2022
Q2 		$219K Buy
7,061
+1,002
+17% +$36.1K 0.23% 76
2022
Q1 		$249K Buy
6,059
+1
+0% +$45 0.22% 72
2021
Q4 		$269K Buy
+6,058
New +$276K 0.22% 75

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

Widmann Financial Services's BAC Position: Q2 2026 in Review

Widmann Financial Services increased its Bank of America (BAC) stake by 74% in Q2 2026, buying an estimated $255K and bringing the position to 11,308 shares worth $644K. The position accounts for 0.35% of the portfolio, ranked #73.

Widmann Financial Services first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Widmann Financial Services held 11,308 shares of Bank of America worth $644K as of Q2 2026.
  • Widmann Financial Services bought 4,802 Bank of America shares in Q2 2026, an estimated $255K.
  • Bank of America made up 0.35% of Widmann Financial Services's portfolio in Q2 2026, its #73 holding.
  • Widmann Financial Services first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.