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CWS Financial Advisors’s Bank of America BAC Stock Holding History

CWS Financial 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 		$230K Buy
4,728
+32
+0.7% +$1.65K 0.06% 140
2025
Q4 		$258K Buy
4,696
+19
+0.4% +$1K 0.07% 130
2025
Q3 		$241K Buy
4,677
+20
+0.4% +$976 0.07% 126
2025
Q2 		$220K Buy
+4,657
New +$196K 0.06% 129
2025
Q1 		– Sell
-4,632
Closed -$204K – 130
2024
Q4 		$204K Buy
+4,632
New +$204K 0.07% 122

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

CWS Financial Advisors's BAC Position: Q1 2026 in Review

CWS Financial Advisors increased its Bank of America (BAC) stake by 0.68% in Q1 2026, buying an estimated $1.65K and bringing the position to 4,728 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #140.

CWS Financial Advisors first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $258K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • CWS Financial Advisors held 4,728 shares of Bank of America worth $230K as of Q1 2026.
  • CWS Financial Advisors bought 32 Bank of America shares in Q1 2026, an estimated $1.65K.
  • Bank of America made up 0.06% of CWS Financial Advisors's portfolio in Q1 2026, its #140 holding.
  • CWS Financial Advisors first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • CWS Financial Advisors's Bank of America position peaked at $258K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.