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

Alpha Financial Partners’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	$395K	Sell	8,095 -437	-5%	-$22.6K	0.23%	64
2025 Q4	$469K	Sell	8,532 -243	-3%	-$12.8K	0.29%	51
2025 Q3	$453K	Buy	8,775 +58	+0.7%	+$2.83K	0.29%	49
2025 Q2	$413K	Sell	8,717 -447	-5%	-$18.8K	0.3%	51
2025 Q1	$382K	Buy	9,164 +514	+6%	+$22.9K	0.31%	42
2024 Q4	$380K	Buy	+8,650	New	+$381K	0.3%	43
2024 Q3	–	Sell	-8,678	Closed	-$345K	–	112
2024 Q2	$345K	Sell	8,678 -210	-2%	-$8.05K	0.3%	41
2024 Q1	$337K	Buy	8,888 +35	+0.4%	+$1.2K	0.31%	42
2023 Q4	$298K	Buy	8,853 +682	+8%	+$19.9K	0.29%	43
2023 Q3	$224K	Sell	8,171 -3,826	-32%	-$113K	0.26%	72
2023 Q2	$344K	Buy	11,997 +652	+6%	+$18.6K	0.37%	53
2023 Q1	$324K	Buy	11,345 +1,628	+17%	+$53.7K	0.36%	52
2022 Q4	$322K	Buy	+9,717	New	+$335K	0.39%	50

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 Partners's BAC Position: Q1 2026 in Review

Alpha Financial Partners reduced its Bank of America (BAC) stake by 5.1% in Q1 2026, selling an estimated $22.6K and leaving 8,095 shares worth $395K. The position accounts for 0.23% of the portfolio, ranked #64.

Alpha Financial Partners first reported a position in BAC in Q4 2022 and has held it in 13 quarters since. The position peaked at $469K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Alpha Financial Partners held 8,095 shares of Bank of America worth $395K as of Q1 2026.
Alpha Financial Partners sold 437 Bank of America shares in Q1 2026, an estimated $22.6K.
Bank of America made up 0.23% of Alpha Financial Partners's portfolio in Q1 2026, its #64 holding.
Alpha Financial Partners first reported a position in Bank of America in Q4 2022 and has held it in 13 quarters since.
Alpha Financial Partners's Bank of America position peaked at $469K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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