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Evernest Financial Advisors’s Bank of America BAC Stock Holding History

Evernest Financial 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 		$962K Sell
18,285
-1,989
-10% -$103K 0.2% 77
2025
Q4 		$1.14M Buy
20,274
+385
+2% +$20.4K 0.24% 67
2025
Q3 		$1.03M Sell
19,889
-49
-0.2% -$2.39K 0.29% 69
2025
Q2 		$943K Sell
19,938
-194
-1% -$8.16K 0.31% 69
2025
Q1 		$840K Buy
20,132
+1,853
+10% +$82.6K 0.3% 77
2024
Q4 		$803K Buy
18,279
+983
+6% +$43.2K 0.21% 76
2024
Q3 		$686K Sell
17,296
-10
-0.1% -$401 0.19% 86
2024
Q2 		$688K Buy
17,306
+412
+2% +$15.8K 0.31% 69
2024
Q1 		$625K Sell
16,894
-7,417
-31% -$255K 0.3% 76
2023
Q4 		$819K Buy
+24,311
New +$708K 0.42% 56
2021
Q4 		$507K Buy
+15,324
New +$698K 0.26% 80

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

Evernest Financial Advisors's BAC Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Bank of America (BAC) stake by 9.8% in Q1 2026, selling an estimated $103K and leaving 18,285 shares worth $962K. The position accounts for 0.2% of the portfolio, ranked #77.

Evernest Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Evernest Financial Advisors held 18,285 shares of Bank of America worth $962K as of Q1 2026.
  • Evernest Financial Advisors sold 1,989 Bank of America shares in Q1 2026, an estimated $103K.
  • Bank of America made up 0.2% of Evernest Financial Advisors's portfolio in Q1 2026, its #77 holding.
  • Evernest Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Bank of America position peaked at $1.14M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.