Founders Grove Wealth Partners’s Bank of America BAC Stock Holding History

Founders Grove Wealth Partners’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	$617K	Sell	12,652 -1,948	-13%	-$101K	0.14%	89
2025 Q4	$803K	Buy	14,600 +2,533	+21%	+$134K	0.18%	84
2025 Q3	$623K	Buy	12,067 +1,125	+10%	+$54.9K	0.15%	92
2025 Q2	$518K	Buy	10,942 +6,109	+126%	+$257K	0.13%	90
2025 Q1	$202K	Sell	4,833 -118	-2%	-$5.26K	0.06%	118
2024 Q4	$218K	Buy	+4,951	New	+$218K	0.06%	112

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

Founders Grove Wealth Partners's BAC Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its Bank of America (BAC) stake by 13% in Q1 2026, selling an estimated $101K and leaving 12,652 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #89.

Founders Grove Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $803K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Founders Grove Wealth Partners held 12,652 shares of Bank of America worth $617K as of Q1 2026.
Founders Grove Wealth Partners sold 1,948 Bank of America shares in Q1 2026, an estimated $101K.
Bank of America made up 0.14% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #89 holding.
Founders Grove Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
Founders Grove Wealth Partners's Bank of America position peaked at $803K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.