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A4 Wealth Advisors’s Bank of America BAC Stock Holding History

A4 Wealth Advisors’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 		$300K Sell
6,147
-2,475
-29% -$128K 0.24% 62
2025
Q4 		$474K Sell
8,622
-3,887
-31% -$205K 0.41% 49
2025
Q3 		$645K Buy
+12,509
New +$610K 0.54% 50

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

A4 Wealth Advisors's BAC Position: Q1 2026 in Review

A4 Wealth Advisors reduced its Bank of America (BAC) stake by 29% in Q1 2026, selling an estimated $128K and leaving 6,147 shares worth $300K. The position accounts for 0.24% of the portfolio, ranked #62.

A4 Wealth Advisors first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $645K in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • A4 Wealth Advisors held 6,147 shares of Bank of America worth $300K as of Q1 2026.
  • A4 Wealth Advisors sold 2,475 Bank of America shares in Q1 2026, an estimated $128K.
  • Bank of America made up 0.24% of A4 Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • A4 Wealth Advisors first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
  • A4 Wealth Advisors's Bank of America position peaked at $645K in Q3 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.