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
2024 Q2	–	Sell	-10	Closed	-$379	–	259
2024 Q1	$379	Sell	10 -990	-99%	-$34K	﹤0.01%	241
2023 Q4	$33.7K	Hold	1,000	–	–	0.01%	228
2023 Q3	$27.4K	Hold	1,000	–	–	0.01%	213
2023 Q2	$28.7K	Hold	1,000	–	–	0.01%	232
2023 Q1	$28.6K	Buy	+1,000	New	+$33K	0.01%	219

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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. 3,470 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.
3,470 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.