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Cove Private Wealth’s Bank of America BAC Stock Holding History

Cove Private Wealth’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 		$301K Buy
6,174
+45
+0.7% +$2.32K 0.07% 154
2025
Q4 		$337K Sell
6,129
-6,000
-49% -$317K 0.1% 130
2025
Q3 		$626K Hold
12,129
– – 0.2% 95
2025
Q2 		$574K Buy
12,129
+5,263
+77% +$221K 0.2% 95
2025
Q1 		$287K Buy
6,866
+243
+4% +$10.8K 0.15% 108
2024
Q4 		$291K Buy
6,623
+548
+9% +$24.1K 0.17% 92
2024
Q3 		$241K Hold
6,075
– – 0.19% 73
2024
Q2 		$242K Hold
6,075
– – 0.19% 74
2024
Q1 		$230K Hold
6,075
– – 0.2% 73
2023
Q4 		$205K Buy
+6,075
New +$177K 0.19% 75

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

Cove Private Wealth's BAC Position: Q1 2026 in Review

Cove Private Wealth increased its Bank of America (BAC) stake by 0.73% in Q1 2026, buying an estimated $2.32K and bringing the position to 6,174 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #154.

Cove Private Wealth first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $626K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cove Private Wealth held 6,174 shares of Bank of America worth $301K as of Q1 2026.
  • Cove Private Wealth bought 45 Bank of America shares in Q1 2026, an estimated $2.32K.
  • Bank of America made up 0.07% of Cove Private Wealth's portfolio in Q1 2026, its #154 holding.
  • Cove Private Wealth first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Cove Private Wealth's Bank of America position peaked at $626K in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.