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Advisor OS’s Bank of America BAC Stock Holding History

Advisor OS’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 		$2.46M Buy
50,428
+2,608
+5% +$135K 0.18% 88
2025
Q4 		$2.63M Buy
47,820
+3,874
+9% +$205K 0.21% 76
2025
Q3 		$2.27M Buy
43,946
+3,989
+10% +$195K 0.2% 74
2025
Q2 		$1.89M Buy
39,957
+872
+2% +$36.7K 0.19% 77
2025
Q1 		$1.63M Sell
39,085
-1,137
-3% -$50.7K 0.19% 76
2024
Q4 		$1.77M Sell
40,222
-10,391
-21% -$457K 0.2% 73
2024
Q3 		$2.01M Buy
50,613
+4,035
+9% +$162K 0.2% 93
2024
Q2 		$1.85M Buy
46,578
+2,309
+5% +$88.5K 0.2% 91
2024
Q1 		$1.68M Sell
44,269
-424
-0.9% -$14.6K 0.19% 95
2023
Q4 		$1.5M Buy
44,693
+1,751
+4% +$51K 0.2% 90
2023
Q3 		$1.18M Sell
42,942
-15,988
-27% -$473K 0.18% 107
2023
Q2 		$1.69M Buy
58,930
+15,262
+35% +$436K 0.28% 69
2023
Q1 		$1.25M Buy
43,668
+5,014
+13% +$166K 0.3% 86
2022
Q4 		$1.28M Buy
38,654
+16,632
+76% +$573K 0.34% 73
2022
Q3 		$664K Sell
22,022
-5,219
-19% -$174K 0.2% 102
2022
Q2 		$848K Buy
27,241
+9,652
+55% +$348K 0.25% 95
2022
Q1 		$725K Buy
17,589
+2,854
+19% +$129K 0.21% 112
2021
Q4 		$656K Buy
14,735
+799
+6% +$36.4K 0.13% 145
2021
Q3 		$592K Buy
13,936
+438
+3% +$17.6K 0.13% 141
2021
Q2 		$557K Buy
13,498
+7,217
+115% +$296K 0.12% 133
2021
Q1 		$242K Buy
+6,281
New +$217K 0.05% 179

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

Advisor OS's BAC Position: Q1 2026 in Review

Advisor OS increased its Bank of America (BAC) stake by 5.5% in Q1 2026, buying an estimated $135K and bringing the position to 50,428 shares worth $2.46M. The position accounts for 0.18% of the portfolio, ranked #88.

Advisor OS first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.63M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Advisor OS held 50,428 shares of Bank of America worth $2.46M as of Q1 2026.
  • Advisor OS bought 2,608 Bank of America shares in Q1 2026, an estimated $135K.
  • Bank of America made up 0.18% of Advisor OS's portfolio in Q1 2026, its #88 holding.
  • Advisor OS first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Advisor OS's Bank of America position peaked at $2.63M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.