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

Diversify 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 		$16.6M Buy
313,075
+131,003
+72% +$6.76M 0.3% 63
2025
Q4 		$9.93M Buy
182,072
+63,614
+54% +$3.36M 0.46% 46
2025
Q3 		$6.34M Buy
118,458
+3,250
+3% +$159K 0.37% 67
2025
Q2 		$5.47M Buy
115,208
+8,969
+8% +$377K 0.34% 76
2025
Q1 		$4.25M Buy
106,239
+28,860
+37% +$1.29M 0.32% 86
2024
Q4 		$3.49M Buy
77,379
+22,511
+41% +$990K 0.27% 98
2024
Q3 		$2.32M Sell
54,868
-458
-0.8% -$18.4K 0.22% 115
2024
Q2 		$2.03M Buy
+55,326
New +$2.12M 0.25% 96

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

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

Diversify Wealth Management increased its Bank of America (BAC) stake by 72% in Q1 2026, buying an estimated $6.76M and bringing the position to 313,075 shares worth $16.6M. The position accounts for 0.3% of the portfolio, ranked #63.

Diversify Wealth Management first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Diversify Wealth Management held 313,075 shares of Bank of America worth $16.6M as of Q1 2026.
  • Diversify Wealth Management bought 131,003 Bank of America shares in Q1 2026, an estimated $6.76M.
  • Bank of America made up 0.3% of Diversify Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Diversify Wealth Management first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.