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Gladstone Institutional Advisory’s Bank of America BAC Stock Holding History

Gladstone Institutional Advisory’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 		$4.38M Buy
89,881
+2,996
+3% +$155K 0.16% 144
2025
Q4 		$4.78M Sell
86,885
-3,481
-4% -$184K 0.18% 123
2025
Q3 		$4.66M Sell
90,366
-7,562
-8% -$369K 0.18% 125
2025
Q2 		$4.63M Buy
97,928
+10,164
+12% +$428K 0.19% 122
2025
Q1 		$3.66M Buy
87,764
+6,380
+8% +$284K 0.17% 142
2024
Q4 		$3.58M Sell
81,384
-391
-0.5% -$17.2K 0.17% 146
2024
Q3 		$3.24M Buy
81,775
+33,205
+68% +$1.33M 0.16% 156
2024
Q2 		$1.93M Buy
48,570
+1,226
+3% +$47K 0.1% 223
2024
Q1 		$1.8M Sell
47,344
-9,837
-17% -$338K 0.1% 219
2023
Q4 		$1.93M Sell
57,181
-11,376
-17% -$331K 0.11% 204
2023
Q3 		$1.88M Sell
68,557
-5,575
-8% -$165K 0.12% 192
2023
Q2 		$2.13M Buy
74,132
+4,476
+6% +$128K 0.13% 188
2023
Q1 		$1.99M Sell
69,656
-2,256
-3% -$74.5K 0.13% 194
2022
Q4 		$2.38M Sell
71,912
-73,626
-51% -$2.54M 0.17% 174
2022
Q3 		$4.39M Buy
145,538
+65,403
+82% +$2.19M 0.34% 76
2022
Q2 		$2.5M Buy
80,135
+10,039
+14% +$361K 0.2% 129
2022
Q1 		$2.89M Buy
70,096
+9,396
+15% +$424K 0.2% 136
2021
Q4 		$2.7M Sell
60,700
-847
-1% -$38.6K 0.21% 131
2021
Q3 		$2.61M Sell
61,547
-18,022
-23% -$726K 0.26% 112
2021
Q2 		$3.28M Buy
79,569
+15,579
+24% +$639K 0.39% 66
2021
Q1 		$2.48M Buy
63,990
+41,489
+184% +$1.43M 0.38% 65
2020
Q4 		$682K Sell
22,501
-1,871
-8% -$50.1K 0.14% 134
2020
Q3 		$587K Buy
24,372
+2,545
+12% +$63.4K 0.14% 131
2020
Q2 		$518K Sell
21,827
-39
-0.2% -$921 0.13% 126
2020
Q1 		$465K Sell
21,866
-3,069
-12% -$92K 0.12% 145
2019
Q4 		$878K Buy
24,935
+2,459
+11% +$79.5K 0.22% 95
2019
Q3 		$656K Buy
22,476
+7,017
+45% +$202K 0.17% 109
2019
Q2 		$449K Buy
15,459
+1,792
+13% +$51.7K 0.14% 149
2019
Q1 		$377K Sell
13,667
-4,969
-27% -$140K 0.14% 134
2018
Q4 		$459K Buy
+18,636
New +$506K 0.27% 89

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

Gladstone Institutional Advisory's BAC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Bank of America (BAC) stake by 3.4% in Q1 2026, buying an estimated $155K and bringing the position to 89,881 shares worth $4.38M. The position accounts for 0.16% of the portfolio, ranked #144.

Gladstone Institutional Advisory first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.78M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Gladstone Institutional Advisory held 89,881 shares of Bank of America worth $4.38M as of Q1 2026.
  • Gladstone Institutional Advisory bought 2,996 Bank of America shares in Q1 2026, an estimated $155K.
  • Bank of America made up 0.16% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #144 holding.
  • Gladstone Institutional Advisory first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Bank of America position peaked at $4.78M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.