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Wiser Advisor Group’s Bank of America BAC Stock Holding History

Wiser Advisor 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 		$29.6K Hold
519
– – 0.03% 113
2026
Q1 		$25.3K Sell
519
-755
-59% -$39K 0.03% 116
2025
Q4 		$70.1K Buy
1,274
+755
+145% +$39.9K 0.08% 78
2025
Q3 		$26.8K Buy
+519
New +$25.3K 0.03% 122
2025
Q2 		– Sell
-572
Closed -$23.9K – 65
2025
Q1 		$23.9K Hold
572
– – 0.04% 135
2024
Q4 		$25.1K Hold
572
– – 0.04% 137
2024
Q3 		$22.7K Hold
572
– – 0.03% 144
2024
Q2 		$22.7K Sell
572
-65
-10% -$2.49K 0.04% 139
2024
Q1 		$24.2K Hold
637
– – 0.04% 135
2023
Q4 		$21.4K Buy
+637
New +$18.5K 0.04% 146

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

Wiser Advisor Group's BAC Position: Q2 2026 in Review

Wiser Advisor Group held its Bank of America (BAC) position steady in Q2 2026 at 519 shares worth $29.6K. The position accounts for 0.03% of the portfolio, ranked #113.

Wiser Advisor Group first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $70.1K in Q4 2025. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Wiser Advisor Group held 519 shares of Bank of America worth $29.6K as of Q2 2026.
  • Wiser Advisor Group left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #113 holding.
  • Wiser Advisor Group first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Bank of America position peaked at $70.1K in Q4 2025.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.