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

AE 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 		$59.1M Sell
1,212,887
-295,942
-20% -$15.3M 0.32% 80
2025
Q4 		$83M Buy
1,508,829
+554,220
+58% +$29.3M 0.48% 51
2025
Q3 		$49.2M Buy
954,609
+93,274
+11% +$4.55M 0.31% 83
2025
Q2 		$40.8M Buy
861,335
+70,109
+9% +$2.95M 0.3% 88
2025
Q1 		$33M Buy
791,226
+175,618
+29% +$7.83M 0.28% 90
2024
Q4 		$27.1M Sell
615,608
-40,003
-6% -$1.76M 0.23% 103
2024
Q3 		$26M Buy
655,611
+63,029
+11% +$2.53M 0.24% 106
2024
Q2 		$23.6M Buy
592,582
+78,578
+15% +$3.01M 0.24% 99
2024
Q1 		$19.5M Sell
514,004
-369,773
-42% -$12.7M 0.22% 122
2023
Q4 		$29.5M Buy
883,777
+97,794
+12% +$2.85M 0.15% 145
2023
Q3 		$21.5M Buy
785,983
+58,196
+8% +$1.72M 0.13% 183
2023
Q2 		$20.9M Sell
727,787
-530,709
-42% -$15.1M 0.13% 183
2023
Q1 		$36M Buy
1,258,496
+4,459
+0.4% +$147K 0.23% 85
2022
Q4 		$41.5M Buy
1,254,037
+72,721
+6% +$2.5M 0.3% 62
2022
Q3 		$35.7M Buy
1,181,316
+107,291
+10% +$3.59M 0.28% 70
2022
Q2 		$33.4M Buy
1,074,025
+190,612
+22% +$6.86M 0.27% 80
2022
Q1 		$36.4M Buy
883,413
+133,881
+18% +$6.04M 0.25% 80
2021
Q4 		$33.3M Buy
749,532
+202,579
+37% +$9.23M 0.23% 97
2021
Q3 		$23.2M Buy
546,953
+38,735
+8% +$1.56M 0.19% 116
2021
Q2 		$21M Buy
508,218
+12,192
+2% +$500K 0.18% 122
2021
Q1 		$19.2M Sell
496,026
-28,090
-5% -$969K 0.19% 114
2020
Q4 		$15.9M Sell
524,116
-22,116
-4% -$593K 0.18% 130
2020
Q3 		$13.2M Buy
546,232
+110,283
+25% +$2.75M 0.19% 114
2020
Q2 		$10.4M Buy
435,949
+98,673
+29% +$2.33M 0.16% 138
2020
Q1 		$7.16M Buy
337,276
+74,000
+28% +$2.22M 0.16% 121
2019
Q4 		$9.27M Buy
263,276
+30,663
+13% +$991K 0.2% 100
2019
Q3 		$6.79M Buy
232,613
+18,592
+9% +$535K 0.2% 96
2019
Q2 		$6.21M Buy
214,021
+92,178
+76% +$2.66M 0.19% 97
2019
Q1 		$3.36M Buy
121,843
+11,844
+11% +$335K 0.23% 88
2018
Q4 		$2.71M Buy
109,999
+9,391
+9% +$255K 0.46% 55
2018
Q3 		$2.96M Buy
100,608
+24,514
+32% +$747K 0.16% 106
2018
Q2 		$2.15M Buy
76,094
+4,218
+6% +$126K 0.15% 97
2018
Q1 		$2.16M Buy
71,876
+39,238
+120% +$1.23M 0.17% 89
2017
Q4 		$963K Sell
32,638
-4,394
-12% -$121K 0.09% 170
2017
Q3 		$938K Buy
37,032
+2,706
+8% +$65.7K 0.09% 161
2017
Q2 		$833K Buy
34,326
+12,502
+57% +$291K 0.1% 173
2017
Q1 		$515K Buy
21,824
+7,123
+48% +$169K 0.1% 169
2016
Q4 		$325K Buy
+14,701
New +$283K 0.13% 144

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

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

AE Wealth Management reduced its Bank of America (BAC) stake by 20% in Q1 2026, selling an estimated $15.3M and leaving 1,212,887 shares worth $59.1M. The position accounts for 0.32% of the portfolio, ranked #80.

AE Wealth Management first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $83M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • AE Wealth Management held 1,212,887 shares of Bank of America worth $59.1M as of Q1 2026.
  • AE Wealth Management sold 295,942 Bank of America shares in Q1 2026, an estimated $15.3M.
  • Bank of America made up 0.32% of AE Wealth Management's portfolio in Q1 2026, its #80 holding.
  • AE Wealth Management first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Bank of America position peaked at $83M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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