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Beacon Financial Advisory’s Bank of America BAC Stock Holding History

Beacon Financial Advisory’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 		$522K Buy
10,714
+199
+2% +$10.3K 0.12% 220
2025
Q4 		$578K Buy
10,515
+27
+0.3% +$1.43K 0.13% 192
2025
Q3 		$541K Buy
10,488
+1,936
+23% +$94.4K 0.13% 198
2025
Q2 		$405K Buy
8,552
+988
+13% +$41.6K 0.1% 228
2025
Q1 		$316K Sell
7,564
-47
-0.6% -$2.09K 0.1% 236
2024
Q4 		$335K Buy
7,611
+666
+10% +$29.3K 0.11% 209
2024
Q3 		$276K Sell
6,945
-179
-3% -$7.17K 0.09% 232
2024
Q2 		$283K Sell
7,124
-20,049
-74% -$768K 0.11% 222
2024
Q1 		$1.03M Buy
27,173
+3,401
+14% +$117K 0.5% 54
2023
Q4 		$800K Sell
23,772
-171
-0.7% -$4.98K 0.39% 75
2023
Q3 		$656K Buy
23,943
+594
+3% +$17.6K 0.36% 93
2023
Q2 		$670K Buy
23,349
+1,051
+5% +$30K 0.38% 86
2023
Q1 		$638K Buy
22,298
+1,200
+6% +$39.6K 0.41% 79
2022
Q4 		$699K Buy
21,098
+550
+3% +$18.9K 0.5% 64
2022
Q3 		$621K Sell
20,548
-1,188
-5% -$39.7K 0.44% 71
2022
Q2 		$677K Sell
21,736
-138
-0.6% -$4.97K 0.39% 82
2022
Q1 		$902K Buy
21,874
+57
+0.3% +$2.57K 0.43% 71
2021
Q4 		$971K Buy
21,817
+120
+0.6% +$5.47K 0.45% 71
2021
Q3 		$921K Hold
21,697
– – 0.48% 69
2021
Q2 		$895K Sell
21,697
-750
-3% -$30.7K 0.48% 67
2021
Q1 		$868K Buy
+22,447
New +$775K 0.5% 69

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

Beacon Financial Advisory's BAC Position: Q1 2026 in Review

Beacon Financial Advisory increased its Bank of America (BAC) stake by 1.9% in Q1 2026, buying an estimated $10.3K and bringing the position to 10,714 shares worth $522K. The position accounts for 0.12% of the portfolio, ranked #220.

Beacon Financial Advisory first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q1 2024. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Beacon Financial Advisory held 10,714 shares of Bank of America worth $522K as of Q1 2026.
  • Beacon Financial Advisory bought 199 Bank of America shares in Q1 2026, an estimated $10.3K.
  • Bank of America made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #220 holding.
  • Beacon Financial Advisory first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Beacon Financial Advisory's Bank of America position peaked at $1.03M in Q1 2024.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.