Fairway Wealth’s Bank of America BAC Stock Holding History

Fairway Wealth’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	-116	Closed	-$6.38K	–	198
2025 Q4	$6.38K	Buy	+116	New	+$6.13K	﹤0.01%	166
2025 Q2	–	Sell	-387	Closed	-$16.1K	–	184
2025 Q1	$16.1K	Sell	387 -266	-41%	-$11.9K	0.01%	137
2024 Q4	$28.7K	Buy	+653	New	+$28.7K	0.01%	129
2024 Q3	–	Sell	-671	Closed	-$26.7K	–	131
2024 Q2	$26.7K	Buy	+671	New	+$25.7K	0.02%	82

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fairway Wealth's BAC Position: Q1 2026 in Review

Fairway Wealth sold out of Bank of America (BAC) in Q1 2026, closing a stake of 116 shares — an estimated $6.38K sold.

Fairway Wealth first reported a position in BAC in Q2 2024 and held it in 4 quarters. The position peaked at $28.7K in Q4 2024. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Fairway Wealth reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Fairway Wealth sold 116 Bank of America shares in Q1 2026, an estimated $6.38K.
Fairway Wealth first reported a position in Bank of America in Q2 2024 and held it in 4 quarters.
Fairway Wealth's Bank of America position peaked at $28.7K in Q4 2024.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.