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Beacon Investment Advisors’s Bank of America BAC Stock Holding History

Beacon Investment 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 		$4.06M Sell
83,229
-623
-0.7% -$32.1K 1.53% 16
2025
Q4 		$4.61M Buy
83,852
+92
+0.1% +$4.86K 1.85% 11
2025
Q3 		$4.32M Buy
83,760
+279
+0.3% +$13.6K 1.77% 12
2025
Q2 		$3.93M Sell
83,481
-464
-0.6% -$19.5K 1.7% 12
2025
Q1 		$3.5M Buy
83,945
+135
+0.2% +$6.02K 1.65% 11
2024
Q4 		$3.68M Buy
83,810
+95
+0.1% +$4.18K 1.73% 12
2024
Q3 		$3.32M Buy
83,715
+106
+0.1% +$4.25K 1.57% 15
2024
Q2 		$3.33M Buy
83,609
+15,105
+22% +$579K 1.7% 11
2024
Q1 		$2.6M Sell
68,504
-17
-0% -$584 1.48% 17
2023
Q4 		$2.31M Buy
68,521
+227
+0.3% +$6.61K 1.47% 17
2023
Q3 		$1.87M Buy
68,294
+108
+0.2% +$3.19K 1.32% 21
2023
Q2 		$1.96M Sell
68,186
-1,518
-2% -$43.3K 1.34% 18
2023
Q1 		$1.99M Buy
69,704
+61,704
+771% +$2.04M 1.45% 17
2022
Q4 		$265K Buy
+8,000
New +$276K 0.22% 106

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 Investment Advisors's BAC Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Bank of America (BAC) stake by 0.74% in Q1 2026, selling an estimated $32.1K and leaving 83,229 shares worth $4.06M. The position accounts for 1.53% of the portfolio, ranked #16.

Beacon Investment Advisors first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.61M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Beacon Investment Advisors held 83,229 shares of Bank of America worth $4.06M as of Q1 2026.
  • Beacon Investment Advisors sold 623 Bank of America shares in Q1 2026, an estimated $32.1K.
  • Bank of America made up 1.53% of Beacon Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Beacon Investment Advisors first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Bank of America position peaked at $4.61M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.