Duncan Williams Asset Management’s Bank of America BAC Stock Holding History

Duncan Williams Asset 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	$385K	Buy	7,890 +23	+0.3%	+$1.19K	0.11%	109
2025 Q4	$436K	Sell	7,867 -23	-0.3%	-$1.22K	0.11%	108
2025 Q3	$407K	Buy	7,890 +218	+3%	+$10.6K	0.11%	107
2025 Q2	$363K	Buy	7,672 +3	+0%	+$126	0.11%	105
2025 Q1	$320K	Sell	7,669 -52	-0.7%	-$2.32K	0.12%	108
2024 Q4	$339K	Buy	+7,721	New	+$340K	0.13%	106

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

Duncan Williams Asset Management's BAC Position: Q1 2026 in Review

Duncan Williams Asset Management increased its Bank of America (BAC) stake by 0.29% in Q1 2026, buying an estimated $1.19K and bringing the position to 7,890 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #109.

Duncan Williams Asset Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Duncan Williams Asset Management held 7,890 shares of Bank of America worth $385K as of Q1 2026.
Duncan Williams Asset Management bought 23 Bank of America shares in Q1 2026, an estimated $1.19K.
Bank of America made up 0.11% of Duncan Williams Asset Management's portfolio in Q1 2026, its #109 holding.
Duncan Williams Asset Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
Duncan Williams Asset Management's Bank of America position peaked at $436K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.