Echo45 Advisors’s Bank of America BAC Stock Holding History

Echo45 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	-3,838	Closed	-$211K	–	77
2025 Q4	$211K	Buy	+3,838	New	+$203K	0.12%	72
2022 Q1	–	Sell	-4,806	Closed	-$214K	–	79
2021 Q4	$214K	Buy	+4,806	New	+$219K	0.17%	86

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

Echo45 Advisors's BAC Position: Q1 2026 in Review

Echo45 Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,838 shares — an estimated $211K sold.

Echo45 Advisors first reported a position in BAC in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Echo45 Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Echo45 Advisors sold 3,838 Bank of America shares in Q1 2026, an estimated $211K.
Echo45 Advisors first reported a position in Bank of America in Q4 2021 and held it in 2 quarters.
Echo45 Advisors's Bank of America position peaked at $214K in Q4 2021.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Echo45 Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.