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Arkadios Wealth Advisors’s Bank of America BAC Stock Holding History

Arkadios Wealth 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 		$12.5M Buy
256,449
+34,411
+15% +$1.78M 0.2% 105
2025
Q4 		$12.2M Buy
222,038
+29,291
+15% +$1.55M 0.24% 83
2025
Q3 		$9.94M Buy
192,747
+15,478
+9% +$755K 0.24% 87
2025
Q2 		$8.39M Buy
177,269
+54,027
+44% +$2.27M 0.25% 80
2025
Q1 		$5.14M Buy
123,242
+13,858
+13% +$618K 0.19% 119
2024
Q4 		$4.81M Sell
109,384
-3,080
-3% -$136K 0.26% 82
2024
Q3 		$4.46M Buy
112,464
+4,192
+4% +$168K 0.25% 88
2024
Q2 		$4.31M Buy
108,272
+74,041
+216% +$2.84M 0.29% 68
2024
Q1 		$1.3M Sell
34,231
-8,997
-21% -$309K 0.1% 191
2023
Q4 		$1.46M Sell
43,228
-25,475
-37% -$742K 0.12% 173
2023
Q3 		$1.88M Buy
68,703
+23,327
+51% +$690K 0.18% 132
2023
Q2 		$1.3M Buy
45,376
+4,231
+10% +$121K 0.15% 152
2023
Q1 		$1.18M Buy
41,145
+2,405
+6% +$79.4K 0.14% 165
2022
Q4 		$1.28M Buy
38,740
+10,004
+35% +$345K 0.17% 145
2022
Q3 		$868K Buy
28,736
+1,845
+7% +$61.7K 0.13% 179
2022
Q2 		$837K Buy
26,891
+970
+4% +$34.9K 0.12% 195
2022
Q1 		$1.07M Buy
25,921
+2,929
+13% +$132K 0.14% 174
2021
Q4 		$1.02M Buy
22,992
+649
+3% +$29.6K 0.14% 176
2021
Q3 		$948K Sell
22,343
-3,047
-12% -$123K 0.14% 170
2021
Q2 		$1.05M Buy
25,390
+2,251
+10% +$92.3K 0.13% 188
2021
Q1 		$895K Buy
23,139
+4,056
+21% +$140K 0.15% 165
2020
Q4 		$578K Buy
19,083
+4,075
+27% +$109K 0.12% 178
2020
Q3 		$364K Sell
15,008
-398
-3% -$9.91K 0.18% 119
2020
Q2 		$372K Sell
15,406
-252
-2% -$5.95K 0.21% 116
2020
Q1 		$332K Sell
15,658
-1,004
-6% -$30.1K 0.21% 112
2019
Q4 		$582K Buy
+16,662
New +$538K 0.35% 71

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

Arkadios Wealth Advisors's BAC Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Bank of America (BAC) stake by 15% in Q1 2026, buying an estimated $1.78M and bringing the position to 256,449 shares worth $12.5M. The position accounts for 0.2% of the portfolio, ranked #105.

Arkadios Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Arkadios Wealth Advisors held 256,449 shares of Bank of America worth $12.5M as of Q1 2026.
  • Arkadios Wealth Advisors bought 34,411 Bank of America shares in Q1 2026, an estimated $1.78M.
  • Bank of America made up 0.2% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • Arkadios Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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