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Allium Financial Advisors’s Bank of America BAC Stock Holding History

Allium Financial 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 		$499K Sell
10,243
-32
-0.3% -$1.65K 0.4% 36
2025
Q4 		$565K Buy
10,275
+70
+0.7% +$3.7K 0.45% 34
2025
Q3 		$526K Sell
10,205
-368
-3% -$18K 0.44% 36
2025
Q2 		$500K Sell
10,573
-395
-4% -$16.6K 0.44% 38
2025
Q1 		$458K Buy
+10,968
New +$489K 0.42% 41

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

Allium Financial Advisors's BAC Position: Q1 2026 in Review

Allium Financial Advisors reduced its Bank of America (BAC) stake by 0.31% in Q1 2026, selling an estimated $1.65K and leaving 10,243 shares worth $499K. The position accounts for 0.4% of the portfolio, ranked #36.

Allium Financial Advisors first reported a position in BAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $565K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Allium Financial Advisors held 10,243 shares of Bank of America worth $499K as of Q1 2026.
  • Allium Financial Advisors sold 32 Bank of America shares in Q1 2026, an estimated $1.65K.
  • Bank of America made up 0.4% of Allium Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Allium Financial Advisors first reported a position in Bank of America in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Bank of America position peaked at $565K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.