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Atlantic Private Wealth’s Bank of America BAC Stock Holding History

Atlantic Private Wealth’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 		$51.7K Buy
1,061
+4
+0.4% +$206 0.03% 128
2025
Q4 		$58.1K Buy
1,057
+790
+296% +$41.8K 0.04% 112
2025
Q3 		$13.8K Hold
267
– – 0.01% 169
2025
Q2 		$12.6K Buy
267
+101
+61% +$4.25K 0.01% 173
2025
Q1 		$6.93K Buy
+166
New +$7.4K 0.01% 183
2024
Q4 		– Sell
-10
Closed -$397 – 197
2024
Q3 		$397 Hold
10
– – ﹤0.01% 183
2024
Q2 		$398 Hold
10
– – ﹤0.01% 103
2024
Q1 		$379 Hold
10
– – ﹤0.01% 108
2023
Q4 		$337 Hold
10
– – ﹤0.01% 101
2023
Q3 		$274 Sell
10
-740
-99% -$21.9K ﹤0.01% 109
2023
Q2 		$21.5K Buy
+750
New +$21.4K 0.02% 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

Atlantic Private Wealth's BAC Position: Q1 2026 in Review

Atlantic Private Wealth increased its Bank of America (BAC) stake by 0.38% in Q1 2026, buying an estimated $206 and bringing the position to 1,061 shares worth $51.7K. The position accounts for 0.03% of the portfolio, ranked #128.

Atlantic Private Wealth first reported a position in BAC in Q2 2023 and has held it in 11 quarters since. The position peaked at $58.1K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Atlantic Private Wealth held 1,061 shares of Bank of America worth $51.7K as of Q1 2026.
  • Atlantic Private Wealth bought 4 Bank of America shares in Q1 2026, an estimated $206.
  • Bank of America made up 0.03% of Atlantic Private Wealth's portfolio in Q1 2026, its #128 holding.
  • Atlantic Private Wealth first reported a position in Bank of America in Q2 2023 and has held it in 11 quarters since.
  • Atlantic Private Wealth's Bank of America position peaked at $58.1K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.