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XML Financial’s Bank of America BAC Stock Holding History

XML 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
2025
Q3 		– Sell
-2,000
Closed -$94.6K – 398
2025
Q2 		$94.6K Buy
+2,000
New +$84.1K 0.01% 371

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 $3.38T AUM 44.17% 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

XML Financial's BAC Position: Q2 2026 in Review

XML Financial reduced its Bank of America (BAC) stake by 3.2% in Q2 2026, selling an estimated $338K and leaving 195,580 shares worth $11.1M. The position accounts for 0.81% of the portfolio, ranked #35.

XML Financial first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.4M in Q4 2021. 3,622 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • XML Financial held 195,580 shares of Bank of America worth $11.1M as of Q2 2026.
  • XML Financial sold 6,362 Bank of America shares in Q2 2026, an estimated $338K.
  • Bank of America made up 0.81% of XML Financial's portfolio in Q2 2026, its #35 holding.
  • XML Financial first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Bank of America position peaked at $13.4M in Q4 2021.
  • 3,622 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.