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Bernard Wealth Management’s Bank of America BAC Stock Holding History

Bernard Wealth Management’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 		$26.2K Hold
538
– – 0.01% 165
2025
Q4 		$29.6K Hold
538
– – 0.01% 159
2025
Q3 		$27.8K Hold
538
– – 0.01% 164
2025
Q2 		$25.5K Sell
538
-58
-10% -$2.44K 0.01% 165
2025
Q1 		$24.9K Buy
596
+58
+11% +$2.58K 0.01% 170
2024
Q4 		$23.6K Buy
+538
New +$23.7K 0.01% 168

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

Bernard Wealth Management's BAC Position: Q1 2026 in Review

Bernard Wealth Management held its Bank of America (BAC) position steady in Q1 2026 at 538 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #165.

Bernard Wealth Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.6K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Bernard Wealth Management held 538 shares of Bank of America worth $26.2K as of Q1 2026.
  • Bernard Wealth Management left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Bernard Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Bank of America position peaked at $29.6K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.