First Command Advisory Services’s Bank of America BAC Stock Holding History

First Command Advisory Services’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	$852K	Sell	17,486 -1,619	-8%	-$83.5K	0.01%	98
2025 Q4	$1.05M	Buy	19,105 +1,084	+6%	+$57.3K	0.01%	87
2025 Q3	$930K	Sell	18,021 -3,195	-15%	-$156K	0.01%	92
2025 Q2	$1M	Sell	21,216 -2,897	-12%	-$122K	0.01%	85
2025 Q1	$1.01M	Sell	24,113 -1,544	-6%	-$68.8K	0.01%	77
2024 Q4	$1.13M	Buy	25,657 +2,054	+9%	+$90.4K	0.01%	68
2024 Q3	$937K	Buy	23,603 +472	+2%	+$18.9K	0.01%	78
2024 Q2	$920K	Sell	23,131 -2,496	-10%	-$95.7K	0.01%	71
2024 Q1	$972K	Sell	25,627 -640	-2%	-$22K	0.01%	69
2023 Q4	$884K	Hold	26,267	–	–	0.01%	64
2023 Q3	$719K	Buy	+26,267	New	+$777K	0.01%	73
2023 Q2	–	Sell	-12,650	Closed	-$362K	–	75
2023 Q1	$362K	Buy	12,650 +12,470	+6,928%	+$412K	0.01%	11
2022 Q4	$0	Sell	180 -1,320	-88%	-$45.5K	﹤0.01%	59
2022 Q3	$0	Buy	+1,500	New	+$50.1K	﹤0.01%	49
2020 Q4	–	Sell	-200	Closed	-$5K	–	36
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	31
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	11
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	12
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	11
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	11
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	11
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	11
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	12
2018 Q3	$6K	Buy	+200	New	+$6.09K	﹤0.01%	13

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

First Command Advisory Services's BAC Position: Q1 2026 in Review

First Command Advisory Services reduced its Bank of America (BAC) stake by 8.5% in Q1 2026, selling an estimated $83.5K and leaving 17,486 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #98.

First Command Advisory Services first reported a position in BAC in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.13M in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

First Command Advisory Services held 17,486 shares of Bank of America worth $852K as of Q1 2026.
First Command Advisory Services sold 1,619 Bank of America shares in Q1 2026, an estimated $83.5K.
Bank of America made up 0.01% of First Command Advisory Services's portfolio in Q1 2026, its #98 holding.
First Command Advisory Services first reported a position in Bank of America in Q3 2018 and has held it in 23 quarters since.
First Command Advisory Services's Bank of America position peaked at $1.13M in Q4 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.