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Beta Wealth Group’s Bank of America BAC Stock Holding History

Beta Wealth Group’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 		$581K Buy
11,928
+703
+6% +$36.3K 0.24% 72
2025
Q4 		$617K Sell
11,225
-1,304
-10% -$68.9K 0.25% 67
2025
Q3 		$646K Buy
12,529
+2,408
+24% +$117K 0.26% 64
2025
Q2 		$479K Sell
10,121
-315
-3% -$13.3K 0.18% 75
2025
Q1 		$435K Sell
10,436
-675
-6% -$30.1K 0.16% 75
2024
Q4 		$488K Buy
11,111
+996
+10% +$43.8K 0.22% 76
2024
Q3 		$401K Buy
10,115
+3,105
+44% +$124K 0.18% 82
2024
Q2 		$281K Sell
7,010
-3,411
-33% -$131K 0.13% 89
2024
Q1 		$395K Buy
10,421
+5
+0% +$172 0.19% 81
2023
Q4 		$351K Sell
10,416
-92
-0.9% -$2.68K 0.18% 82
2023
Q3 		$288K Buy
10,508
+608
+6% +$18K 0.17% 87
2023
Q2 		$284K Buy
9,900
+1,700
+21% +$48.5K 0.16% 85
2023
Q1 		$235K Buy
8,200
+1,000
+14% +$33K 0.13% 90
2022
Q4 		$238K Buy
7,200
+200
+3% +$6.89K 0.16% 90
2022
Q3 		$211K Hold
7,000
– – 0.15% 84
2022
Q2 		$218K Buy
7,000
+200
+3% +$7.2K 0.15% 82
2022
Q1 		$251K Buy
+6,800
New +$307K 0.17% 78
2021
Q3 		– Sell
-4,900
Closed -$202K – 63
2021
Q2 		$202K Buy
+4,900
New +$201K 0.14% 64

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

Beta Wealth Group's BAC Position: Q1 2026 in Review

Beta Wealth Group increased its Bank of America (BAC) stake by 6.3% in Q1 2026, buying an estimated $36.3K and bringing the position to 11,928 shares worth $581K. The position accounts for 0.24% of the portfolio, ranked #72.

Beta Wealth Group first reported a position in BAC in Q2 2021 and has held it in 18 quarters since. The position peaked at $646K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Beta Wealth Group held 11,928 shares of Bank of America worth $581K as of Q1 2026.
  • Beta Wealth Group bought 703 Bank of America shares in Q1 2026, an estimated $36.3K.
  • Bank of America made up 0.24% of Beta Wealth Group's portfolio in Q1 2026, its #72 holding.
  • Beta Wealth Group first reported a position in Bank of America in Q2 2021 and has held it in 18 quarters since.
  • Beta Wealth Group's Bank of America position peaked at $646K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.