Delos Wealth Advisors’s Bank of America BAC Stock Holding History

Delos Wealth 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	–	Sell	-33	Closed	-$1.81K	–	263
2025 Q4	$1.81K	Hold	33	–	–	﹤0.01%	230
2025 Q3	$1.7K	Hold	33	–	–	﹤0.01%	247
2025 Q2	$1.56K	Buy	+33	New	+$1.39K	﹤0.01%	233
2025 Q1	–	Sell	-22	Closed	-$958	–	68
2024 Q4	$958	Hold	22	–	–	﹤0.01%	177
2024 Q3	$860	Sell	22 -629	-97%	-$25.2K	﹤0.01%	161
2024 Q2	$25.9K	Sell	651 -32	-5%	-$1.23K	0.03%	93
2024 Q1	$25.9K	Buy	683 +547	+402%	+$18.8K	0.03%	83
2023 Q4	$4.57K	Sell	136 -750	-85%	-$21.8K	0.01%	113
2023 Q3	$25.4K	Hold	886	–	–	0.03%	94
2023 Q2	$25.4K	Hold	886	–	–	0.03%	90
2023 Q1	$25.3K	Sell	886 -424	-32%	-$14K	0.03%	84
2022 Q4	$43.4K	Hold	1,310	–	–	0.07%	63
2022 Q3	$40K	Buy	1,310 +82	+7%	+$2.74K	0.05%	61
2022 Q2	$38K	Buy	1,228 +1	+0.1%	+$36	0.04%	65
2022 Q1	$51K	Hold	1,227	–	–	0.05%	74
2021 Q4	$55K	Buy	1,227 +751	+158%	+$34.2K	0.05%	73
2021 Q3	$20K	Hold	476	–	–	0.02%	67
2021 Q2	$20K	Buy	+476	New	+$19.5K	0.03%	70

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

Delos Wealth Advisors's BAC Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 33 shares — an estimated $1.81K sold.

Delos Wealth Advisors first reported a position in BAC in Q2 2021 and held it in 18 quarters. The position peaked at $55K in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Delos Wealth Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Delos Wealth Advisors sold 33 Bank of America shares in Q1 2026, an estimated $1.81K.
Delos Wealth Advisors first reported a position in Bank of America in Q2 2021 and held it in 18 quarters.
Delos Wealth Advisors's Bank of America position peaked at $55K in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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