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	$268K	Sell	5,500 -5,100	-48%	-$263K	﹤0.01%	1411
2025 Q4	$583K	Hold	10,600	–	–	0.01%	931
2025 Q3	$547K	Hold	10,600	–	–	0.01%	893
2025 Q2	$502K	Buy	10,600 +5,600	+112%	+$236K	0.01%	839
2025 Q1	$209K	Buy	+5,000	New	+$223K	0.01%	1029

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

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.