AmeriServ Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $233K | Hold |
4,776
| – | – | 0.15% | 52 |
|
|
2025
Q4 | $263K | Sell |
4,776
-119
| -2% | -$6.29K | 0.15% | 54 |
|
|
2025
Q3 | $253K | Hold |
4,895
| – | – | 0.13% | 53 |
|
|
2025
Q2 | $232K | Hold |
4,895
| – | – | 0.11% | 51 |
|
|
2025
Q1 | $204K | Hold |
4,895
| – | – | 0.12% | 59 |
|
|
2024
Q4 | $215K | Buy |
+4,895
| New | +$215K | 0.12% | 60 |
|
|
2023
Q1 | – | Sell |
-6,430
| Closed | -$213K | – | 42 |
|
|
2022
Q4 | $213K | Buy |
+6,430
| New | +$221K | 0.42% | 40 |
|
|
2022
Q3 | – | Sell |
-6,430
| Closed | -$200K | – | 48 |
|
|
2022
Q2 | $200K | Buy |
6,430
+752
| +13% | +$27.1K | 0.47% | 47 |
|
|
2022
Q1 | $234K | Hold |
5,678
| – | – | 0.17% | 61 |
|
|
2021
Q4 | $253K | Hold |
5,678
| – | – | 0.17% | 57 |
|
|
2021
Q3 | $241K | Hold |
5,678
| – | – | 0.19% | 59 |
|
|
2021
Q2 | $234K | Hold |
5,678
| – | – | 0.18% | 62 |
|
|
2021
Q1 | $220K | Buy |
+5,678
| New | +$196K | 0.19% | 59 |
|
|
2019
Q2 | – | Sell |
-12,268
| Closed | -$339K | – | 71 |
|
|
2019
Q1 | $339K | Buy |
12,268
+175
| +1% | +$4.95K | 0.71% | 46 |
|
|
2018
Q4 | $298K | Sell |
12,093
-3,060
| -20% | -$83K | 0.76% | 46 |
|
|
2018
Q3 | $448K | Sell |
15,153
-260
| -2% | -$7.92K | 0.56% | 42 |
|
|
2018
Q2 | $436K | Buy |
15,413
+2,600
| +20% | +$77.6K | 0.59% | 41 |
|
|
2018
Q1 | $387K | Buy |
12,813
+500
| +4% | +$15.7K | 0.44% | 47 |
|
|
2017
Q4 | $360K | Buy |
+12,313
| New | +$339K | 0.35% | 50 |
|
|
2015
Q3 | – | Sell |
-3,603
| Closed | -$61K | – | 68 |
|
|
2015
Q2 | $61K | Buy |
+3,603
| New | +$59.4K | 0.07% | 99 |
|
|
2015
Q1 | – | Sell |
-40,265
| Closed | -$721K | – | 91 |
|
|
2014
Q4 | $721K | Buy |
40,265
+4,922
| +14% | +$84.2K | 0.7% | 33 |
|
|
2014
Q3 | $602K | Hold |
35,343
| – | – | 1.04% | 32 |
|
|
2014
Q2 | $543K | Sell |
35,343
-9,400
| -21% | -$146K | 0.58% | 47 |
|
|
2014
Q1 | $770K | Sell |
44,743
-36,469
| -45% | -$613K | 0.77% | 39 |
|
|
2013
Q4 | $1.26M | Buy |
81,212
+5,068
| +7% | +$75.2K | 0.75% | 35 |
|
|
2013
Q3 | $1.05M | Buy |
76,144
+12,686
| +20% | +$181K | 0.67% | 43 |
|
|
2013
Q2 | $816K | Buy |
+63,458
| New | +$809K | 0.53% | 56 |
|
Other funds holding BAC
VCM
VPM
AmeriServ Wealth Advisors's BAC Position: Q1 2026 in Review
AmeriServ Wealth Advisors held its Bank of America (BAC) position steady in Q1 2026 at 4,776 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #52.
AmeriServ Wealth Advisors first reported a position in BAC in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.26M in Q4 2013. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- AmeriServ Wealth Advisors held 4,776 shares of Bank of America worth $233K as of Q1 2026.
- AmeriServ Wealth Advisors left its Bank of America share count unchanged in Q1 2026.
- Bank of America made up 0.15% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #52 holding.
- AmeriServ Wealth Advisors first reported a position in Bank of America in Q2 2013 and has held it in 27 quarters since.
- AmeriServ Wealth Advisors's Bank of America position peaked at $1.26M in Q4 2013.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.