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

Financial Advisors Network’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	$346K	Sell	7,088 -550	-7%	-$28.4K	0.05%	144
2025 Q4	$420K	Buy	7,638 +1,644	+27%	+$86.9K	0.06%	127
2025 Q3	$309K	Buy	5,994 +1	+0%	+$49	0.04%	151
2025 Q2	$284K	Buy	5,993 +738	+14%	+$31K	0.04%	154
2025 Q1	$219K	Buy	5,255 +58	+1%	+$2.58K	0.04%	172
2024 Q4	$228K	Buy	+5,197	New	+$229K	0.04%	169
2022 Q2	–	Sell	-5,181	Closed	-$214K	–	121
2022 Q1	$214K	Hold	5,181	–	–	0.05%	119
2021 Q4	$231K	Buy	5,181 +500	+11%	+$22.8K	0.05%	131
2021 Q3	$220K	Buy	+4,681	New	+$189K	0.05%	136
2020 Q1	–	Sell	-5,997	Closed	-$211K	–	104
2019 Q4	$211K	Buy	+5,997	New	+$194K	0.1%	104
2017 Q1	–	Sell	-1,323	Closed	-$30.7K	–	126
2016 Q4	$30.7K	Buy	+1,323	New	+$25.5K	0.03%	164

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

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

Financial Advisors Network reduced its Bank of America (BAC) stake by 7.2% in Q1 2026, selling an estimated $28.4K and leaving 7,088 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #144.

Financial Advisors Network first reported a position in BAC in Q4 2016 and has held it in 11 quarters since. The position peaked at $420K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Financial Advisors Network held 7,088 shares of Bank of America worth $346K as of Q1 2026.
Financial Advisors Network sold 550 Bank of America shares in Q1 2026, an estimated $28.4K.
Bank of America made up 0.05% of Financial Advisors Network's portfolio in Q1 2026, its #144 holding.
Financial Advisors Network first reported a position in Bank of America in Q4 2016 and has held it in 11 quarters since.
Financial Advisors Network's Bank of America position peaked at $420K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.