Garden State Investment Advisory Services’s Bank of America BAC Stock Holding History

Garden State Investment 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	$407K	Sell	8,344 -133	-2%	-$6.86K	0.09%	175
2025 Q4	$466K	Sell	8,477 -3,522	-29%	-$186K	0.1%	160
2025 Q3	$619K	Sell	11,999 -676	-5%	-$33K	0.14%	125
2025 Q2	$600K	Buy	12,675 +59	+0.5%	+$2.48K	0.15%	126
2025 Q1	$527K	Sell	12,616 -656	-5%	-$29.2K	0.17%	114
2024 Q4	$584K	Buy	13,272 +42	+0.3%	+$1.85K	0.17%	107
2024 Q3	$525K	Sell	13,230 -359	-3%	-$14.4K	0.17%	109
2024 Q2	$541K	Sell	13,589 -411	-3%	-$15.8K	0.19%	105
2024 Q1	$530K	Buy	14,000 +124	+0.9%	+$4.26K	0.19%	109
2023 Q4	$467K	Sell	13,876 -340	-2%	-$9.9K	0.19%	111
2023 Q3	$391K	Buy	14,216 +956	+7%	+$28.3K	0.18%	114
2023 Q2	$380K	Buy	13,260 +3,906	+42%	+$111K	0.15%	116
2023 Q1	$268K	Sell	9,354 -438	-4%	-$14.5K	0.12%	152
2022 Q4	$324K	Buy	+9,792	New	+$337K	0.19%	123

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

Garden State Investment Advisory Services's BAC Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $6.86K and leaving 8,344 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #175.

Garden State Investment Advisory Services first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $619K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Garden State Investment Advisory Services held 8,344 shares of Bank of America worth $407K as of Q1 2026.
Garden State Investment Advisory Services sold 133 Bank of America shares in Q1 2026, an estimated $6.86K.
Bank of America made up 0.09% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #175 holding.
Garden State Investment Advisory Services first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Bank of America position peaked at $619K in Q3 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.