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Greenwich Wealth Management’s Bank of America BAC Stock Holding History

Greenwich Wealth Management’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 		$1.44M Buy
29,627
+690
+2% +$35.6K 0.06% 131
2025
Q4 		$1.59M Buy
28,937
+26
+0.1% +$1.37K 0.07% 127
2025
Q3 		$1.49M Buy
28,911
+1,855
+7% +$90.5K 0.07% 121
2025
Q2 		$1.28M Buy
27,056
+5
+0% +$210 0.06% 115
2025
Q1 		$1.13M Sell
27,051
-2,752
-9% -$123K 0.09% 113
2024
Q4 		$1.31M Buy
29,803
+2,704
+10% +$119K 0.09% 100
2024
Q3 		$1.07M Sell
27,099
-489
-2% -$19.6K 0.07% 114
2024
Q2 		$1.1M Sell
27,588
-932
-3% -$35.7K 0.08% 108
2024
Q1 		$1.08M Sell
28,520
-974
-3% -$33.4K 0.09% 106
2023
Q4 		$993K Buy
29,494
+2,675
+10% +$77.9K 0.1% 105
2023
Q3 		$734K Sell
26,819
-490
-2% -$14.5K 0.08% 127
2023
Q2 		$784K Buy
27,309
+345
+1% +$9.85K 0.08% 125
2023
Q1 		$771K Sell
26,964
-27
-0.1% -$891 0.08% 126
2022
Q4 		$894K Sell
26,991
-305
-1% -$10.5K 0.1% 113
2022
Q3 		$824K Buy
27,296
+515
+2% +$17.2K 0.09% 119
2022
Q2 		$834K Sell
26,781
-1,419
-5% -$51.1K 0.11% 122
2022
Q1 		$1.16M Buy
28,200
+88
+0.3% +$3.97K 0.12% 103
2021
Q4 		$1.25M Sell
28,112
-290
-1% -$13.2K 0.1% 94
2021
Q3 		$1.21M Buy
28,402
+138
+0.5% +$5.56K 0.1% 101
2021
Q2 		$1.17M Sell
28,264
-468
-2% -$19.2K 0.1% 96
2021
Q1 		$1.11M Sell
28,732
-1,203
-4% -$41.5K 0.09% 93
2020
Q4 		$907K Buy
29,935
+679
+2% +$18.2K 0.08% 98
2020
Q3 		$705K Buy
29,256
+355
+1% +$8.84K 0.13% 104
2020
Q2 		$686K Sell
28,901
-104,776
-78% -$2.48M 0.13% 102
2020
Q1 		$2.84M Buy
133,677
+1,614
+1% +$48.4K 0.61% 34
2019
Q4 		$4.65M Sell
132,063
-20
-0% -$646 0.94% 25
2019
Q3 		$3.85M Sell
132,083
-1,989
-1% -$57.2K 0.75% 28
2019
Q2 		$3.89M Sell
134,072
-43
-0% -$1.24K 0.67% 30
2019
Q1 		$3.7M Sell
134,115
-260
-0.2% -$7.35K 0.65% 33
2018
Q4 		$3.31M Buy
134,375
+248
+0.2% +$6.73K 0.66% 31
2018
Q3 		$3.95M Sell
134,127
-299
-0.2% -$9.11K 0.69% 30
2018
Q2 		$3.79M Buy
134,426
+7
+0% +$209 0.67% 31
2018
Q1 		$4.03M Sell
134,419
-705
-0.5% -$22.1K 0.63% 29
2017
Q4 		$3.99M Buy
135,124
+1,014
+0.8% +$28K 0.67% 29
2017
Q3 		$3.4M Sell
134,110
-5,906
-4% -$143K 0.58% 34
2017
Q2 		$3.4M Buy
140,016
+873
+0.6% +$20.4K 0.57% 37
2017
Q1 		$3.28M Buy
139,143
+2,768
+2% +$65.7K 0.44% 36
2016
Q4 		$3.01M Buy
136,375
+65
+0% +$1.25K 0.38% 40
2016
Q3 		$2.13M Sell
136,310
-1,000
-0.7% -$14.9K 0.38% 54
2016
Q2 		$1.82M Buy
137,310
+985
+0.7% +$13.8K 0.44% 56
2016
Q1 		$1.86M Sell
136,325
-19,901
-13% -$269K 0.48% 52
2015
Q4 		$2.63M Hold
156,226
– – 0.64% 43
2015
Q3 		$2.43M Sell
156,226
-165,500
-51% -$2.78M 0.59% 53
2015
Q2 		$5.48M Hold
321,726
– – 0.7% 53
2015
Q1 		$4.95M Sell
321,726
-300,242
-48% -$4.82M 0.56% 58
2014
Q4 		$11.1M Sell
621,968
-41,079
-6% -$703K 0.74% 31
2014
Q3 		$11.3M Sell
663,047
-370
-0.1% -$5.89K 0.76% 28
2014
Q2 		$10.2M Buy
663,417
+314
+0% +$4.88K 0.68% 42
2014
Q1 		$11.4M Sell
663,103
-372,199
-36% -$6.26M 0.79% 31
2013
Q4 		$16.1M Sell
1,035,302
-96,098
-8% -$1.43M 1.63% 16
2013
Q3 		$15.6M Sell
1,131,400
-13,676
-1% -$195K 1.12% 13
2013
Q2 		$14.7M Buy
+1,145,076
New +$14.6M 1.09% 17

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

Greenwich Wealth Management's BAC Position: Q1 2026 in Review

Greenwich Wealth Management increased its Bank of America (BAC) stake by 2.4% in Q1 2026, buying an estimated $35.6K and bringing the position to 29,627 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #131.

Greenwich Wealth Management first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.1M in Q4 2013. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Greenwich Wealth Management held 29,627 shares of Bank of America worth $1.44M as of Q1 2026.
  • Greenwich Wealth Management bought 690 Bank of America shares in Q1 2026, an estimated $35.6K.
  • Bank of America made up 0.06% of Greenwich Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Greenwich Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Greenwich Wealth Management's Bank of America position peaked at $16.1M in Q4 2013.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.