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

AGH 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	$800K	Sell	16,408 -901	-5%	-$46.5K	0.59%	34
2025 Q4	$952K	Sell	17,309 -2,411	-12%	-$127K	0.72%	27
2025 Q3	$1.02M	Buy	19,720 +2,387	+14%	+$116K	0.75%	26
2025 Q2	$820K	Buy	17,333 +4,251	+32%	+$179K	0.68%	30
2025 Q1	$546K	Sell	13,082 -949	-7%	-$42.3K	0.53%	40
2024 Q4	$617K	Buy	+14,031	New	+$617K	0.57%	33

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

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

AGH Wealth Advisors reduced its Bank of America (BAC) stake by 5.2% in Q1 2026, selling an estimated $46.5K and leaving 16,408 shares worth $800K. The position accounts for 0.59% of the portfolio, ranked #34.

AGH Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

AGH Wealth Advisors held 16,408 shares of Bank of America worth $800K as of Q1 2026.
AGH Wealth Advisors sold 901 Bank of America shares in Q1 2026, an estimated $46.5K.
Bank of America made up 0.59% of AGH Wealth Advisors's portfolio in Q1 2026, its #34 holding.
AGH Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
AGH Wealth Advisors's Bank of America position peaked at $1.02M in Q3 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.