CWM
BAC icon

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

Consultiva 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 		$139K Hold
2,850
– – 0.4% 38
2025
Q4 		$157K Hold
2,850
– – 0.44% 36
2025
Q3 		$147K Hold
2,850
– – 0.41% 42
2025
Q2 		$135K Sell
2,850
-600
-17% -$25.2K 0.42% 40
2025
Q1 		$144K Buy
3,450
+3,350
+3,350% +$149K 0.5% 34
2024
Q4 		$4.39K Buy
+100
New +$4.4K 0.02% 143

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

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

Consultiva Wealth Management held its Bank of America (BAC) position steady in Q1 2026 at 2,850 shares worth $139K. The position accounts for 0.4% of the portfolio, ranked #38.

Consultiva Wealth Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Consultiva Wealth Management held 2,850 shares of Bank of America worth $139K as of Q1 2026.
  • Consultiva Wealth Management left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.4% of Consultiva Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Consultiva Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Bank of America position peaked at $157K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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