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Evergreen Wealth Solutions’s Bank of America BAC Stock Holding History

Evergreen Wealth Solutions’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 		$1.86M Buy
38,182
+29,875
+360% +$1.54M 0.13% 116
2025
Q4 		$457K Sell
8,307
-392
-5% -$20.7K 0.06% 129
2025
Q3 		$449K Sell
8,699
-287
-3% -$14K 0.25% 67
2025
Q2 		$425K Buy
8,986
+5
+0.1% +$210 0.26% 70
2025
Q1 		$375K Sell
8,981
-1,678
-16% -$74.8K 0.25% 73
2024
Q4 		$468K Sell
10,659
-263
-2% -$11.6K 0.33% 58
2024
Q3 		$433K Sell
10,922
-1,340
-11% -$53.7K 0.29% 68
2024
Q2 		$488K Sell
12,262
-1,518
-11% -$58.2K 0.35% 64
2024
Q1 		$523K Sell
13,780
-227
-2% -$7.79K 0.39% 60
2023
Q4 		$472K Buy
14,007
+1,015
+8% +$29.6K 0.4% 66
2023
Q3 		$356K Buy
12,992
+855
+7% +$25.3K 0.36% 73
2023
Q2 		$348K Buy
12,137
+3,223
+36% +$92K 0.35% 71
2023
Q1 		$255K Sell
8,914
-1,638
-16% -$54.1K 0.3% 85
2022
Q4 		$349K Buy
10,552
+380
+4% +$13.1K 0.46% 66
2022
Q3 		$307K Buy
10,172
+1,887
+23% +$63.1K 0.44% 69
2022
Q2 		$258K Buy
8,285
+540
+7% +$19.4K 0.32% 89
2022
Q1 		$319K Sell
7,745
-218
-3% -$9.84K 0.31% 79
2021
Q4 		$354K Buy
+7,963
New +$363K 0.32% 67

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

Evergreen Wealth Solutions's BAC Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Bank of America (BAC) stake by 360% in Q1 2026, buying an estimated $1.54M and bringing the position to 38,182 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #116.

Evergreen Wealth Solutions first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Evergreen Wealth Solutions held 38,182 shares of Bank of America worth $1.86M as of Q1 2026.
  • Evergreen Wealth Solutions bought 29,875 Bank of America shares in Q1 2026, an estimated $1.54M.
  • Bank of America made up 0.13% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #116 holding.
  • Evergreen Wealth Solutions first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.