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Benjamin Edwards Inc’s Bank of America BAC Stock Holding History

Benjamin Edwards Inc’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 		$14.2M Buy
290,988
+26,376
+10% +$1.36M 0.14% 165
2025
Q4 		$14.6M Buy
264,612
+143,221
+118% +$7.57M 0.16% 148
2025
Q3 		$6.26M Buy
121,391
+7,943
+7% +$388K 0.07% 258
2025
Q2 		$5.37M Buy
113,448
+21,084
+23% +$887K 0.07% 265
2025
Q1 		$3.85M Sell
92,364
-12,965
-12% -$578K 0.05% 301
2024
Q4 		$4.63M Sell
105,329
-2,819
-3% -$124K 0.07% 268
2024
Q3 		$4.29M Buy
108,148
+104,668
+3,008% +$4.19M 0.06% 288
2024
Q2 		$138K Sell
3,480
-14,206
-80% -$544K 0.03% 382
2024
Q1 		$671K Sell
17,686
-9,258
-34% -$318K 0.13% 176
2023
Q4 		$907K Sell
26,944
-28,213
-51% -$821K 0.2% 140
2023
Q3 		$1.51M Buy
55,157
+45,506
+472% +$1.35M 0.36% 78
2023
Q2 		$277K Sell
9,651
-20
-0.2% -$571 0.06% 233
2023
Q1 		$277K Buy
9,671
+1,545
+19% +$51K 0.07% 231
2022
Q4 		$269K Buy
8,126
+623
+8% +$21.5K 0.07% 232
2022
Q3 		$227K Buy
7,503
+622
+9% +$20.8K 0.07% 237
2022
Q2 		$214K Buy
6,881
+1,133
+20% +$40.8K 0.06% 256
2022
Q1 		$237K Buy
5,748
+2,837
+97% +$128K 0.07% 259
2021
Q4 		$130K Buy
2,911
+1,835
+171% +$83.6K 0.04% 313
2021
Q3 		$46K Buy
+1,076
New +$43.3K 0.03% 314
2020
Q4 		– Sell
-1,746
Closed -$42K – 372
2020
Q3 		$42K Buy
+1,746
New +$43.5K 0.03% 236

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

Benjamin Edwards Inc's BAC Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Bank of America (BAC) stake by 10% in Q1 2026, buying an estimated $1.36M and bringing the position to 290,988 shares worth $14.2M. The position accounts for 0.14% of the portfolio, ranked #165.

Benjamin Edwards Inc first reported a position in BAC in Q3 2020 and has held it in 20 quarters since. The position peaked at $14.6M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Benjamin Edwards Inc held 290,988 shares of Bank of America worth $14.2M as of Q1 2026.
  • Benjamin Edwards Inc bought 26,376 Bank of America shares in Q1 2026, an estimated $1.36M.
  • Bank of America made up 0.14% of Benjamin Edwards Inc's portfolio in Q1 2026, its #165 holding.
  • Benjamin Edwards Inc first reported a position in Bank of America in Q3 2020 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's Bank of America position peaked at $14.6M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.