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Garton & Associates Financial Advisors’s Bank of America BAC Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-2,638
Closed -$145K – 172
2025
Q4 		$145K Buy
+2,638
New +$139K 0.08% 173

Other funds holding BAC

BlackRock
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Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's BAC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 2,638 shares — an estimated $145K sold.

Garton & Associates Financial Advisors first reported a position in BAC in Q4 2025 and held it in 1 quarter. The position peaked at $145K in Q4 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,638 Bank of America shares in Q1 2026, an estimated $145K.
  • Garton & Associates Financial Advisors first reported a position in Bank of America in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Bank of America position peaked at $145K in Q4 2025.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.