Clearstead Advisors’s Bank of America BAC Stock Holding History

Clearstead 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
2026 Q1	$12.1M	Buy	247,763 +86,915	+54%	+$4.48M	0.11%	150
2025 Q4	$8.85M	Buy	160,848 +12,282	+8%	+$649K	0.11%	145
2025 Q3	$7.66M	Buy	148,566 +11,654	+9%	+$569K	0.1%	160
2025 Q2	$6.48M	Buy	136,912 +11,445	+9%	+$482K	0.09%	167
2025 Q1	$5.24M	Sell	125,467 -2,646	-2%	-$118K	0.08%	179
2024 Q4	$5.63M	Buy	128,113 +4,068	+3%	+$179K	0.09%	171
2024 Q3	$4.92M	Sell	124,045 -438	-0.4%	-$17.6K	0.08%	186
2024 Q2	$4.95M	Buy	124,483 +55,097	+79%	+$2.11M	0.08%	177
2024 Q1	$2.65M	Buy	69,386 +2,302	+3%	+$79K	0.13%	129
2023 Q4	$2.26M	Sell	67,084 -62,607	-48%	-$1.82M	0.12%	139
2023 Q3	$3.55M	Buy	129,691 +71,676	+124%	+$2.12M	0.1%	151
2023 Q2	$1.66M	Buy	58,015 +328	+0.6%	+$9.36K	0.1%	154
2023 Q1	$1.65M	Buy	57,687 +1,389	+2%	+$45.9K	0.12%	141
2022 Q4	$1.86M	Buy	56,298 +845	+2%	+$29.1K	0.15%	128
2022 Q3	$1.68M	Sell	55,453 -1,657	-3%	-$55.4K	0.15%	124
2022 Q2	$1.78M	Buy	57,110 +176	+0.3%	+$6.34K	0.14%	129
2022 Q1	$2.35M	Buy	56,934 +2,115	+4%	+$95.4K	0.16%	111
2021 Q4	$2.44M	Sell	54,819 -60,110	-52%	-$2.74M	0.17%	107
2021 Q3	$4.88M	Sell	114,929 -2,741	-2%	-$110K	0.36%	60
2021 Q2	$4.85M	Buy	117,670 +461	+0.4%	+$18.9K	0.37%	58
2021 Q1	$4.54M	Buy	117,209 +1,238	+1%	+$42.7K	0.38%	58
2020 Q4	$3.52M	Sell	115,971 -1,415	-1%	-$37.9K	0.32%	64
2020 Q3	$2.83M	Buy	117,386 +9,510	+9%	+$237K	0.3%	69
2020 Q2	$2.56M	Buy	107,876 +34	+0%	+$803	0.3%	69
2020 Q1	$2.29M	Sell	107,842 -3,760	-3%	-$113K	0.33%	63
2019 Q4	$3.93M	Buy	111,602 +5,772	+5%	+$187K	0.48%	51
2019 Q3	$3.09M	Sell	105,830 -3,105	-3%	-$89.3K	0.41%	56
2019 Q2	$3.16M	Buy	108,935 +11,709	+12%	+$338K	0.42%	56
2019 Q1	$2.68M	Buy	97,226 +1,296	+1%	+$36.6K	0.37%	62
2018 Q4	$2.36M	Buy	95,930 +292	+0.3%	+$7.92K	0.37%	62
2018 Q3	$2.82M	Buy	95,638 +1,150	+1%	+$35K	0.39%	54
2018 Q2	$2.66M	Buy	94,488 +25	+0%	+$746	0.38%	56
2018 Q1	$2.83M	Sell	94,463 -693	-0.7%	-$21.8K	0.41%	53
2017 Q4	$2.81M	Buy	95,156 +1,185	+1%	+$32.7K	0.38%	54
2017 Q3	$2.38M	Sell	93,971 -168	-0.2%	-$4.08K	0.31%	63
2017 Q2	$2.28M	Buy	94,139 +150	+0.2%	+$3.5K	0.33%	58
2017 Q1	$2.22M	Buy	93,989 +52,093	+124%	+$1.24M	0.32%	60
2016 Q4	$926K	Buy	+41,896	New	+$807K	0.15%	96

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's BAC Position: Q1 2026 in Review

Clearstead Advisors increased its Bank of America (BAC) stake by 54% in Q1 2026, buying an estimated $4.48M and bringing the position to 247,763 shares worth $12.1M. The position accounts for 0.11% of the portfolio, ranked #150.

Clearstead Advisors first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Clearstead Advisors held 247,763 shares of Bank of America worth $12.1M as of Q1 2026.
Clearstead Advisors bought 86,915 Bank of America shares in Q1 2026, an estimated $4.48M.
Bank of America made up 0.11% of Clearstead Advisors's portfolio in Q1 2026, its #150 holding.
Clearstead Advisors first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.