44 Wealth Management’s Bank of America BAC Stock Holding History

44 Wealth Management’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 Q1	$555K	Sell	11,380 -607	-5%	-$31.3K	0.19%	136
2025 Q4	$659K	Buy	11,987 +2,583	+27%	+$137K	0.22%	126
2025 Q3	$485K	Buy	9,404 +2,472	+36%	+$121K	0.16%	140
2025 Q2	$328K	Buy	+6,932	New	+$292K	0.12%	167
2023 Q2	$272K	Sell	9,469 -756	-7%	-$21.6K	0.09%	144
2023 Q1	$292K	Buy	10,225 +640	+7%	+$21.1K	0.1%	145
2022 Q4	$317K	Sell	9,585 -975	-9%	-$33.6K	0.11%	140
2022 Q3	$319K	Buy	10,560 +36	+0.3%	+$1.2K	0.13%	129
2022 Q2	$328K	Buy	10,524 +343	+3%	+$12.3K	0.13%	128
2022 Q1	$420K	Sell	10,181 -91	-0.9%	-$4.11K	0.15%	124
2021 Q4	$457K	Buy	10,272 +4,080	+66%	+$186K	0.16%	114
2021 Q3	$263K	Sell	6,192 -24	-0.4%	-$967	0.1%	142
2021 Q2	$256K	Buy	6,216 +24	+0.4%	+$984	0.1%	150
2021 Q1	$240K	Buy	+6,192	New	+$214K	0.1%	145

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

44 Wealth Management's BAC Position: Q1 2026 in Review

44 Wealth Management reduced its Bank of America (BAC) stake by 5.1% in Q1 2026, selling an estimated $31.3K and leaving 11,380 shares worth $555K. The position accounts for 0.19% of the portfolio, ranked #136.

44 Wealth Management first reported a position in BAC in Q1 2021 and has held it in 14 quarters since. The position peaked at $659K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

44 Wealth Management held 11,380 shares of Bank of America worth $555K as of Q1 2026.
44 Wealth Management sold 607 Bank of America shares in Q1 2026, an estimated $31.3K.
Bank of America made up 0.19% of 44 Wealth Management's portfolio in Q1 2026, its #136 holding.
44 Wealth Management first reported a position in Bank of America in Q1 2021 and has held it in 14 quarters since.
44 Wealth Management's Bank of America position peaked at $659K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.