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

Alpha 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	$330K	Buy	6,776 +11	+0.2%	+$568	0.1%	44
2025 Q4	$372K	Sell	6,765 -652	-9%	-$34.5K	0.11%	43
2025 Q3	$383K	Hold	7,417	–	–	0.13%	36
2025 Q2	$351K	Buy	7,417 +73	+1%	+$3.07K	0.14%	37
2025 Q1	$306K	Buy	7,344 +1,996	+37%	+$88.9K	0.14%	33
2024 Q4	$235K	Sell	5,348 -26	-0.5%	-$1.14K	0.11%	45
2024 Q3	$213K	Buy	5,374 +10	+0.2%	+$401	0.09%	46
2024 Q2	$213K	Hold	5,364	–	–	0.1%	40
2024 Q1	$203K	Buy	+5,364	New	+$184K	0.1%	43
2023 Q4	–	Sell	-12,103	Closed	-$331K	–	42
2023 Q3	$331K	Hold	12,103	–	–	0.21%	29
2023 Q2	$347K	Buy	+12,103	New	+$345K	0.22%	28

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

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

Alpha Financial Advisors increased its Bank of America (BAC) stake by 0.16% in Q1 2026, buying an estimated $568 and bringing the position to 6,776 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #44.

Alpha Financial Advisors first reported a position in BAC in Q2 2023 and has held it in 11 quarters since. The position peaked at $383K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Alpha Financial Advisors held 6,776 shares of Bank of America worth $330K as of Q1 2026.
Alpha Financial Advisors bought 11 Bank of America shares in Q1 2026, an estimated $568.
Bank of America made up 0.1% of Alpha Financial Advisors's portfolio in Q1 2026, its #44 holding.
Alpha Financial Advisors first reported a position in Bank of America in Q2 2023 and has held it in 11 quarters since.
Alpha Financial Advisors's Bank of America position peaked at $383K in Q3 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.