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Finer Wealth Management’s Bank of America BAC Stock Holding History

Finer Wealth Management’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 		$764K Sell
15,681
-672
-4% -$34.7K 0.38% 48
2025
Q4 		$899K Sell
16,353
-856
-5% -$45.2K 0.44% 42
2025
Q3 		$888K Sell
17,209
-2,099
-11% -$102K 0.44% 42
2025
Q2 		$914K Sell
19,308
-1,771
-8% -$74.5K 0.49% 41
2025
Q1 		$880K Sell
21,079
-921
-4% -$41K 0.53% 39
2024
Q4 		$967K Sell
22,000
-2,380
-10% -$105K 0.55% 40
2024
Q3 		$967K Sell
24,380
-11,314
-32% -$453K 0.6% 35
2024
Q2 		$1.42M Sell
35,694
-12,182
-25% -$467K 0.92% 28
2024
Q1 		$1.82M Sell
47,876
-15,530
-24% -$533K 1.19% 24
2023
Q4 		$2.13M Buy
63,406
+3,719
+6% +$108K 1.59% 22
2023
Q3 		$1.63M Buy
59,687
+9,297
+18% +$275K 1.31% 25
2023
Q2 		$1.45M Buy
50,390
+3,799
+8% +$108K 1.13% 29
2023
Q1 		$1.33M Buy
46,591
+7,724
+20% +$255K 1.13% 31
2022
Q4 		$1.29M Buy
38,867
+18,756
+93% +$646K 1.2% 30
2022
Q3 		$607K Buy
20,111
+4,709
+31% +$157K 0.6% 42
2022
Q2 		$479K Buy
15,402
+4,245
+38% +$153K 0.44% 52
2022
Q1 		$460K Sell
11,157
-1,695
-13% -$76.5K 0.38% 54
2021
Q4 		$572K Buy
+12,852
New +$585K 0.47% 49

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

Finer Wealth Management's BAC Position: Q1 2026 in Review

Finer Wealth Management reduced its Bank of America (BAC) stake by 4.1% in Q1 2026, selling an estimated $34.7K and leaving 15,681 shares worth $764K. The position accounts for 0.38% of the portfolio, ranked #48.

Finer Wealth Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.13M in Q4 2023. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Finer Wealth Management held 15,681 shares of Bank of America worth $764K as of Q1 2026.
  • Finer Wealth Management sold 672 Bank of America shares in Q1 2026, an estimated $34.7K.
  • Bank of America made up 0.38% of Finer Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Finer Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Bank of America position peaked at $2.13M in Q4 2023.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.