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

Cornerstone 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 		$14.9M Sell
279,178
-3,294
-1% -$170K 0.96% 21
2025
Q4 		$15.5M Buy
282,472
+2,277
+0.8% +$120K 1.06% 21
2025
Q3 		$14.5M Buy
280,195
+2,862
+1% +$140K 0.98% 21
2025
Q2 		$13.1M Buy
277,333
+5,921
+2% +$249K 0.98% 20
2025
Q1 		$11.3M Buy
271,412
+17,687
+7% +$788K 0.94% 27
2024
Q4 		$11.2M Sell
253,725
-92,909
-27% -$4.09M 0.91% 25
2024
Q3 		$13.8M Buy
346,634
+1,058
+0.3% +$42.4K 1.14% 18
2024
Q2 		$13.7M Buy
345,576
+6,378
+2% +$244K 1.22% 17
2024
Q1 		$12.9M Buy
339,198
+119,093
+54% +$4.09M 1.18% 17
2023
Q4 		$7.41M Buy
220,105
+160,422
+269% +$4.67M 1.06% 22
2023
Q3 		$1.63M Sell
59,683
-1,398
-2% -$41.4K 0.29% 84
2023
Q2 		$1.75M Sell
61,081
-67,975
-53% -$1.94M 0.32% 82
2023
Q1 		$3.69M Buy
129,056
+67,172
+109% +$2.22M 0.66% 56
2022
Q4 		$2.05M Sell
61,884
-1,573
-2% -$54.2K 0.39% 75
2022
Q3 		$1.92M Buy
63,457
+3,047
+5% +$102K 0.42% 70
2022
Q2 		$1.88M Sell
60,410
-84,000
-58% -$3.02M 0.39% 75
2022
Q1 		$5.95M Sell
144,410
-74,756
-34% -$3.37M 1.09% 19
2021
Q4 		$9.75M Buy
219,166
+5,947
+3% +$271K 1.67% 16
2021
Q3 		$9.05M Buy
213,219
+157,505
+283% +$6.34M 1.6% 12
2021
Q2 		$2.06M Buy
55,714
+110
+0.2% +$4.51K 0.42% 75
2021
Q1 		$2.15M Sell
55,604
-11,438
-17% -$395K 0.44% 86
2020
Q4 		$2.03M Sell
67,042
-3,158
-4% -$84.6K 0.5% 71
2020
Q3 		$1.69M Buy
70,200
+2,055
+3% +$51.2K 0.46% 65
2020
Q2 		$1.62M Buy
68,145
+211
+0.3% +$4.99K 0.41% 63
2020
Q1 		$1.44M Sell
67,934
-4,958
-7% -$149K 0.51% 51
2019
Q4 		$2.57M Buy
+72,892
New +$2.36M 0.69% 49
2019
Q3 		– Sell
-136,998
Closed -$3.97M – 130
2019
Q2 		$3.97M Buy
136,998
+52,681
+62% +$1.52M 1.07% 19
2019
Q1 		$2.33M Buy
+84,317
New +$2.38M 0.58% 36

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

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

Cornerstone Wealth Group reduced its Bank of America (BAC) stake by 1.2% in Q1 2026, selling an estimated $170K and leaving 279,178 shares worth $14.9M. The position accounts for 0.96% of the portfolio, ranked #21.

Cornerstone Wealth Group first reported a position in BAC in Q1 2019 and has held it in 28 quarters since. The position peaked at $15.5M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cornerstone Wealth Group held 279,178 shares of Bank of America worth $14.9M as of Q1 2026.
  • Cornerstone Wealth Group sold 3,294 Bank of America shares in Q1 2026, an estimated $170K.
  • Bank of America made up 0.96% of Cornerstone Wealth Group's portfolio in Q1 2026, its #21 holding.
  • Cornerstone Wealth Group first reported a position in Bank of America in Q1 2019 and has held it in 28 quarters since.
  • Cornerstone Wealth Group's Bank of America position peaked at $15.5M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.