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

Focused 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
2022
Q2 		– Sell
-13,000
Closed -$28K – 926
2022
Q1 		$28K Buy
+13,000
New +$587K ﹤0.01% 379
2020
Q2 		– Sell
-4,000
Closed -$16K – 754
2020
Q1 		$16K Buy
+4,000
New +$120K ﹤0.01% 401

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

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

Focused Wealth Management reduced its Bank of America (BAC) stake by 4.3% in Q1 2026, selling an estimated $218K and leaving 94,494 shares worth $4.61M. The position accounts for 0.48% of the portfolio, ranked #34.

Focused Wealth Management first reported a position in BAC in Q3 2013 and has held it in 47 quarters since. The position peaked at $6.72M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Focused Wealth Management held 94,494 shares of Bank of America worth $4.61M as of Q1 2026.
  • Focused Wealth Management sold 4,220 Bank of America shares in Q1 2026, an estimated $218K.
  • Bank of America made up 0.48% of Focused Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Focused Wealth Management first reported a position in Bank of America in Q3 2013 and has held it in 47 quarters since.
  • Focused Wealth Management's Bank of America position peaked at $6.72M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.