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Zhang Financial’s Bank of America BAC Stock Holding History

Zhang 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 		$2.04M Sell
35,794
-436
-1% -$23.2K 0.06% 140
2026
Q1 		$1.77M Buy
36,230
+17,239
+91% +$890K 0.06% 142
2025
Q4 		$1.04M Hold
18,991
– – 0.04% 176
2025
Q3 		$980K Sell
18,991
-244
-1% -$11.9K 0.04% 175
2025
Q2 		$910K Sell
19,235
-18
-0.1% -$757 0.04% 172
2025
Q1 		$803K Sell
19,253
-2,665
-12% -$119K 0.04% 180
2024
Q4 		$963K Buy
21,918
+13,185
+151% +$580K 0.06% 155
2024
Q3 		$347K Buy
8,733
+160
+2% +$6.41K 0.02% 220
2024
Q2 		$341K Buy
8,573
+31
+0.4% +$1.19K 0.02% 215
2024
Q1 		$324K Buy
8,542
+7
+0.1% +$240 0.02% 217
2023
Q4 		$287K Buy
+8,535
New +$249K 0.02% 219
2022
Q4 		– Sell
-6,811
Closed -$206K – 229
2022
Q3 		$206K Buy
6,811
+245
+4% +$8.19K 0.03% 204
2022
Q2 		$204K Sell
6,566
-6,429
-49% -$231K 0.03% 207
2022
Q1 		$535K Buy
12,995
+5,197
+67% +$234K 0.09% 128
2021
Q4 		$347K Buy
7,798
+1,250
+19% +$56.9K 0.06% 153
2021
Q3 		$278K Buy
6,548
+1,329
+25% +$53.5K 0.06% 133
2021
Q2 		$215K Buy
+5,219
New +$214K 0.05% 135
2016
Q1 		– Sell
-11,151
Closed -$188K – 72
2015
Q4 		$188K Buy
11,151
+27
+0.2% +$457 0.11% 69
2015
Q3 		$173K Buy
11,124
+273
+3% +$4.59K 0.11% 66
2015
Q2 		$187K Hold
10,851
– – 0.12% 65
2015
Q1 		$167K Buy
+10,851
New +$174K 0.1% 65

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

Zhang Financial's BAC Position: Q2 2026 in Review

Zhang Financial reduced its Bank of America (BAC) stake by 1.2% in Q2 2026, selling an estimated $23.2K and leaving 35,794 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #140.

Zhang Financial first reported a position in BAC in Q1 2015 and has held it in 21 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Zhang Financial held 35,794 shares of Bank of America worth $2.04M as of Q2 2026.
  • Zhang Financial sold 436 Bank of America shares in Q2 2026, an estimated $23.2K.
  • Bank of America made up 0.06% of Zhang Financial's portfolio in Q2 2026, its #140 holding.
  • Zhang Financial first reported a position in Bank of America in Q1 2015 and has held it in 21 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.