Alaethes Wealth’s Bank of America BAC Stock Holding History

Alaethes Wealth’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	$1.47M	Buy	+30,104	New	+$1.55M	0.42%	74
2023 Q3	–	Sell	-61,387	Closed	-$1.76M	–	110
2023 Q2	$1.76M	Buy	61,387 +3,550	+6%	+$101K	0.97%	31
2023 Q1	$1.65M	Buy	57,837 +3,572	+7%	+$118K	0.97%	28
2022 Q4	$1.8M	Buy	+54,265	New	+$1.87M	1.24%	18
2022 Q2	–	Sell	-2,987	Closed	-$123K	–	125
2022 Q1	$123K	Hold	2,987	–	–	0.08%	112
2021 Q4	$133K	Hold	2,987	–	–	0.08%	106
2021 Q3	$127K	Hold	2,987	–	–	0.09%	103
2021 Q2	$123K	Buy	+2,987	New	+$122K	0.09%	100

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

Alaethes Wealth's BAC Position: Q1 2026 in Review

Alaethes Wealth opened a new position in Bank of America (BAC) in Q1 2026: 30,104 shares worth $1.47M. The stake represents 0.42% of the portfolio and ranks #74 among its holdings. This is a return to the name: Alaethes Wealth previously reported a position in BAC as recently as Q2 2023.

Alaethes Wealth first reported a position in BAC in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Alaethes Wealth held 30,104 shares of Bank of America worth $1.47M as of Q1 2026.
Bank of America was a new Alaethes Wealth position in Q1 2026.
Bank of America made up 0.42% of Alaethes Wealth's portfolio in Q1 2026, its #74 holding.
Alaethes Wealth first reported a position in Bank of America in Q2 2021 and has held it in 8 quarters since.
Alaethes Wealth's Bank of America position peaked at $1.8M in Q4 2022.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.