DA
BAC icon

Dover Advisors’s Bank of America BAC Stock Holding History

Dover 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 		$305K Sell
6,259
-150
-2% -$7.74K 0.13% 133
2025
Q4 		$353K Sell
6,409
-1,136
-15% -$60K 0.14% 128
2025
Q3 		$389K Sell
7,545
-3,600
-32% -$176K 0.16% 115
2025
Q2 		$527K Sell
11,145
-2,085
-16% -$87.7K 0.23% 95
2025
Q1 		$552K Buy
13,230
+3,735
+39% +$166K 0.24% 92
2024
Q4 		$417K Sell
9,495
-650
-6% -$28.6K 0.24% 93
2024
Q3 		$403K Sell
10,145
-528
-5% -$21.2K 0.23% 94
2024
Q2 		$424K Buy
10,673
+1,978
+23% +$75.8K 0.26% 90
2024
Q1 		$330K Buy
+8,695
New +$298K 0.23% 93

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

Dover Advisors's BAC Position: Q1 2026 in Review

Dover Advisors reduced its Bank of America (BAC) stake by 2.3% in Q1 2026, selling an estimated $7.74K and leaving 6,259 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #133.

Dover Advisors first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $552K in Q1 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Dover Advisors held 6,259 shares of Bank of America worth $305K as of Q1 2026.
  • Dover Advisors sold 150 Bank of America shares in Q1 2026, an estimated $7.74K.
  • Bank of America made up 0.13% of Dover Advisors's portfolio in Q1 2026, its #133 holding.
  • Dover Advisors first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • Dover Advisors's Bank of America position peaked at $552K in Q1 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.