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Ariadne Wealth Management’s Bank of America BAC Stock Holding History

Ariadne Wealth Management’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 		$402K Sell
8,254
-1,371
-14% -$70.7K 0.18% 123
2025
Q4 		$506K Sell
9,625
-466
-5% -$24.6K 0.21% 104
2025
Q3 		$534K Sell
10,091
-418
-4% -$20.4K 0.24% 93
2025
Q2 		$496K Buy
10,509
+592
+6% +$24.9K 0.24% 91
2025
Q1 		$414K Sell
9,917
-1,898
-16% -$84.6K 0.22% 103
2024
Q4 		$551K Buy
11,815
+65
+0.6% +$2.86K 0.25% 82
2024
Q3 		$526K Buy
11,750
+3,228
+38% +$129K 0.29% 66
2024
Q2 		$339K Buy
+8,522
New +$327K 0.26% 87

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

Ariadne Wealth Management's BAC Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $70.7K and leaving 8,254 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #123.

Ariadne Wealth Management first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $551K in Q4 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Ariadne Wealth Management held 8,254 shares of Bank of America worth $402K as of Q1 2026.
  • Ariadne Wealth Management sold 1,371 Bank of America shares in Q1 2026, an estimated $70.7K.
  • Bank of America made up 0.18% of Ariadne Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Ariadne Wealth Management first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Bank of America position peaked at $551K in Q4 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.