BOK Financial Private Wealth’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $394K | Buy |
8,092
+6,605
| +444% | +$341K | 0.02% | 139 |
|
|
2025
Q4 | $81.8K | Sell |
1,487
-149
| -9% | -$7.88K | 0.01% | 241 |
|
|
2025
Q3 | $84.4K | Buy |
1,636
+343
| +27% | +$16.7K | 0.01% | 218 |
|
|
2025
Q2 | $61.2K | Sell |
1,293
-779
| -38% | -$32.8K | ﹤0.01% | 236 |
|
|
2025
Q1 | $86.5K | Sell |
2,072
-366
| -15% | -$16.3K | 0.01% | 219 |
|
|
2024
Q4 | $107K | Sell |
2,438
-1,751
| -42% | -$77K | 0.01% | 205 |
|
|
2024
Q3 | $166K | Buy |
4,189
+990
| +31% | +$39.7K | 0.01% | 176 |
|
|
2024
Q2 | $127K | Hold |
3,199
| – | – | 0.01% | 191 |
|
|
2024
Q1 | $121K | Hold |
3,199
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $108K | Sell |
3,199
-2,556
| -44% | -$74.4K | 0.01% | 195 |
|
|
2023
Q3 | $158K | Hold |
5,755
| – | – | 0.01% | 166 |
|
|
2023
Q2 | $165K | Sell |
5,755
-289
| -5% | -$8.25K | 0.01% | 165 |
|
|
2023
Q1 | $173K | Buy |
6,044
+289
| +5% | +$9.54K | 0.01% | 162 |
|
|
2022
Q4 | $191K | Sell |
5,755
-4,000
| -41% | -$138K | 0.02% | 158 |
|
|
2022
Q3 | $295K | Hold |
9,755
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $304K | Sell |
9,755
-26,447
| -73% | -$952K | 0.03% | 152 |
|
|
2022
Q1 | $1.49M | Buy |
36,202
+3,498
| +11% | +$158K | 0.11% | 111 |
|
|
2021
Q4 | $1.46M | Buy |
32,704
+10,937
| +50% | +$498K | 0.1% | 113 |
|
|
2021
Q3 | $924K | Buy |
21,767
+4,119
| +23% | +$166K | 0.07% | 117 |
|
|
2021
Q2 | $728K | Buy |
17,648
+4,645
| +36% | +$190K | 0.06% | 121 |
|
|
2021
Q1 | $503K | Buy |
13,003
+5,825
| +81% | +$201K | 0.05% | 129 |
|
|
2020
Q4 | $218K | Buy |
+7,178
| New | +$192K | 0.02% | 171 |
|
|
2020
Q1 | – | Sell |
-12,542
| Closed | -$442K | – | 187 |
|
|
2019
Q4 | $442K | Buy |
12,542
+1,819
| +17% | +$58.8K | 0.04% | 131 |
|
|
2019
Q3 | $313K | Buy |
10,723
+1,711
| +19% | +$49.2K | 0.04% | 94 |
|
|
2019
Q2 | $261K | Buy |
+9,012
| New | +$260K | 0.04% | 109 |
|
|
2017
Q2 | – | Sell |
-250
| Closed | -$299K | – | 139 |
|
|
2017
Q1 | $299K | Hold |
250
| – | – | 0.04% | 101 |
|
|
2016
Q4 | $292K | Hold |
250
| – | – | 0.04% | 109 |
|
|
2016
Q3 | $305K | Hold |
250
| – | – | 0.05% | 109 |
|
|
2016
Q2 | $299K | Hold |
250
| – | – | 0.05% | 99 |
|
|
2016
Q1 | $285K | Hold |
250
| – | – | 0.05% | 56 |
|
|
2015
Q4 | $273K | Buy |
+250
| New | +$4.23K | 0.05% | 60 |
|
|
2015
Q3 | – | Sell |
-12,966
| Closed | -$221K | – | 78 |
|
|
2015
Q2 | $221K | Hold |
12,966
| – | – | 0.04% | 73 |
|
|
2015
Q1 | $200K | Hold |
12,966
| – | – | 0.03% | 74 |
|
|
2014
Q4 | $232K | Hold |
12,966
| – | – | 0.04% | 72 |
|
|
2014
Q3 | $221K | Buy |
12,966
+6
| +0% | +$96 | 0.04% | 69 |
|
|
2014
Q2 | $199K | Buy |
+12,960
| New | +$201K | 0.03% | 75 |
|
Other funds holding BAC
VCM
VPM
BOK Financial Private Wealth's BAC Position: Q1 2026 in Review
BOK Financial Private Wealth increased its Bank of America (BAC) stake by 444% in Q1 2026, buying an estimated $341K and bringing the position to 8,092 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #139.
BOK Financial Private Wealth first reported a position in BAC in Q2 2014 and has held it in 36 quarters since. The position peaked at $1.49M in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- BOK Financial Private Wealth held 8,092 shares of Bank of America worth $394K as of Q1 2026.
- BOK Financial Private Wealth bought 6,605 Bank of America shares in Q1 2026, an estimated $341K.
- Bank of America made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #139 holding.
- BOK Financial Private Wealth first reported a position in Bank of America in Q2 2014 and has held it in 36 quarters since.
- BOK Financial Private Wealth's Bank of America position peaked at $1.49M in Q1 2022.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.