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

Beacon Pointe 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
2024
Q4 		– Sell
-500
Closed -$19.8K – 1203
2024
Q3 		$19.8K Buy
+500
New +$20K ﹤0.01% 1213

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 Pointe Advisors's BAC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Bank of America (BAC) stake by 27% in Q1 2026, buying an estimated $6.82M and bringing the position to 621,837 shares worth $30.3M. The position accounts for 0.16% of the portfolio, ranked #135.

Beacon Pointe Advisors first reported a position in BAC in Q4 2018 and has held it in 29 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Beacon Pointe Advisors held 621,837 shares of Bank of America worth $30.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 132,240 Bank of America shares in Q1 2026, an estimated $6.82M.
  • Bank of America made up 0.16% of Beacon Pointe Advisors's portfolio in Q1 2026, its #135 holding.
  • Beacon Pointe Advisors first reported a position in Bank of America in Q4 2018 and has held it in 29 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.