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Fourth Dimension Wealth’s Bank of America BAC Stock Holding History

Fourth Dimension Wealth’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 		$320K Buy
6,572
+2,295
+54% +$118K 0.12% 108
2025
Q4 		$235K Sell
4,277
-705
-14% -$37.3K 0.09% 123
2025
Q3 		$257K Buy
4,982
+719
+17% +$35.1K 0.1% 116
2025
Q2 		$202K Buy
4,263
+1,126
+36% +$47.4K 0.09% 126
2025
Q1 		$131K Buy
3,137
+2,659
+556% +$118K 0.06% 136
2024
Q4 		$21K Buy
+478
New +$21K 0.01% 313

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

Fourth Dimension Wealth's BAC Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Bank of America (BAC) stake by 54% in Q1 2026, buying an estimated $118K and bringing the position to 6,572 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #108.

Fourth Dimension Wealth first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fourth Dimension Wealth held 6,572 shares of Bank of America worth $320K as of Q1 2026.
  • Fourth Dimension Wealth bought 2,295 Bank of America shares in Q1 2026, an estimated $118K.
  • Bank of America made up 0.12% of Fourth Dimension Wealth's portfolio in Q1 2026, its #108 holding.
  • Fourth Dimension Wealth first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.