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WoodTrust Financial’s Bank of America BAC Stock Holding History

WoodTrust Financial’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 		$6.79M Buy
119,074
+104,782
+733% +$5.57M 0.81% 32
2026
Q1 		$697K Hold
14,292
– – 0.09% 96
2025
Q4 		$786K Hold
14,292
– – 0.09% 102
2025
Q3 		$737K Sell
14,292
-113,510
-89% -$5.54M 0.09% 108
2025
Q2 		$32.7M Buy
127,802
+112,275
+723% +$4.72M 4.15% 2
2025
Q1 		$648K Sell
15,527
-1,156
-7% -$51.5K 0.09% 101
2024
Q4 		$733K Buy
16,683
+140
+0.8% +$6.16K 0.1% 95
2024
Q3 		$656K Sell
16,543
-7,411
-31% -$297K 0.09% 100
2024
Q2 		$953K Buy
23,954
+724
+3% +$27.7K 0.15% 89
2024
Q1 		$881K Buy
23,230
+15,096
+186% +$518K 0.14% 93
2023
Q4 		$274K Buy
8,134
+12
+0.1% +$349 0.05% 140
2023
Q3 		$222K Sell
8,122
-200
-2% -$5.92K 0.04% 142
2023
Q2 		$239K Hold
8,322
– – 0.04% 139
2023
Q1 		$238K Hold
8,322
– – 0.05% 136
2022
Q4 		$276K Sell
8,322
-763
-8% -$26.3K 0.06% 127
2022
Q3 		$274K Hold
9,085
– – 0.06% 125
2022
Q2 		$283K Buy
9,085
+1,800
+25% +$64.8K 0.06% 124
2022
Q1 		$300K Hold
7,285
– – 0.06% 123
2021
Q4 		$324K Hold
7,285
– – 0.07% 111
2021
Q3 		$309K Sell
7,285
-2,175
-23% -$87.6K 0.07% 107
2021
Q2 		$390K Buy
9,460
+2,175
+30% +$89.2K 0.1% 77
2021
Q1 		$282K Hold
7,285
– – 0.08% 74
2020
Q4 		$221K Buy
+7,285
New +$195K 0.07% 96

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

WoodTrust Financial's BAC Position: Q2 2026 in Review

WoodTrust Financial increased its Bank of America (BAC) stake by 733% in Q2 2026, buying an estimated $5.57M and bringing the position to 119,074 shares worth $6.79M. The position accounts for 0.81% of the portfolio, ranked #32.

WoodTrust Financial first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $32.7M in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • WoodTrust Financial held 119,074 shares of Bank of America worth $6.79M as of Q2 2026.
  • WoodTrust Financial bought 104,782 Bank of America shares in Q2 2026, an estimated $5.57M.
  • Bank of America made up 0.81% of WoodTrust Financial's portfolio in Q2 2026, its #32 holding.
  • WoodTrust Financial first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • WoodTrust Financial's Bank of America position peaked at $32.7M in Q2 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.