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Advisory Alpha’s Bank of America BAC Stock Holding History

Advisory Alpha’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 		$1.8M Buy
36,902
+2,274
+7% +$117K 0.05% 131
2025
Q4 		$1.9M Buy
34,628
+530
+2% +$28K 0.05% 122
2025
Q3 		$1.72M Buy
34,098
+995
+3% +$48.5K 0.05% 126
2025
Q2 		$1.57M Buy
33,103
+1,082
+3% +$45.5K 0.05% 124
2025
Q1 		$1.34M Buy
32,021
+3,506
+12% +$156K 0.05% 141
2024
Q4 		$1.25M Buy
28,515
+698
+3% +$30.7K 0.04% 136
2024
Q3 		$1.1M Buy
27,817
+1,843
+7% +$73.9K 0.04% 143
2024
Q2 		$1.03M Buy
25,974
+1,513
+6% +$58K 0.04% 148
2024
Q1 		$928K Buy
24,461
+1,379
+6% +$47.3K 0.04% 162
2023
Q4 		$777K Buy
23,082
+2,015
+10% +$58.7K 0.04% 166
2023
Q3 		$577K Sell
21,067
-5,582
-21% -$165K 0.03% 183
2023
Q2 		$765K Buy
26,649
+1,560
+6% +$44.5K 0.04% 180
2023
Q1 		$718K Buy
25,089
+754
+3% +$24.9K 0.05% 141
2022
Q4 		$806K Buy
24,335
+372
+2% +$12.8K 0.06% 125
2022
Q3 		$724K Sell
23,963
-231
-1% -$7.72K 0.06% 126
2022
Q2 		$753K Buy
24,194
+295
+1% +$10.6K 0.06% 119
2022
Q1 		$985K Sell
23,899
-680
-3% -$30.7K 0.06% 116
2021
Q4 		$1.09M Buy
24,579
+317
+1% +$14.4K 0.06% 116
2021
Q3 		$1.03M Buy
24,262
+967
+4% +$39K 0.07% 112
2021
Q2 		$960K Buy
23,295
+4,209
+22% +$173K 0.08% 96
2021
Q1 		$738K Buy
19,086
+1,563
+9% +$53.9K 0.07% 90
2020
Q4 		$531K Sell
17,523
-952
-5% -$25.5K 0.11% 51
2020
Q3 		$460K Sell
18,475
-2,079
-10% -$51.8K 0.1% 47
2020
Q2 		$549K Buy
+20,554
New +$486K 0.12% 58
2020
Q1 		– Sell
-12,023
Closed -$422K – 718
2019
Q4 		$422K Sell
12,023
-482
-4% -$15.6K 0.1% 79
2019
Q3 		$349K Sell
12,505
-1,205
-9% -$34.6K 0.1% 75
2019
Q2 		$403K Buy
13,710
+2,397
+21% +$69.1K 0.13% 68
2019
Q1 		$336K Sell
11,313
-327
-3% -$9.24K 0.12% 76
2018
Q4 		$331K Buy
+11,640
New +$316K 0.16% 64

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

Advisory Alpha's BAC Position: Q1 2026 in Review

Advisory Alpha increased its Bank of America (BAC) stake by 6.6% in Q1 2026, buying an estimated $117K and bringing the position to 36,902 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #131.

Advisory Alpha first reported a position in BAC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.9M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Advisory Alpha held 36,902 shares of Bank of America worth $1.8M as of Q1 2026.
  • Advisory Alpha bought 2,274 Bank of America shares in Q1 2026, an estimated $117K.
  • Bank of America made up 0.05% of Advisory Alpha's portfolio in Q1 2026, its #131 holding.
  • Advisory Alpha first reported a position in Bank of America in Q4 2018 and has held it in 29 quarters since.
  • Advisory Alpha's Bank of America position peaked at $1.9M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.