Guerra Pan Advisors’s Bank of America BAC Stock Holding History

Guerra Pan 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	$267K	Sell	5,471 -154	-3%	-$7.95K	0.17%	96
2025 Q4	$309K	Sell	5,625 -410	-7%	-$21.7K	0.18%	87
2025 Q3	$311K	Sell	6,035 -142	-2%	-$6.93K	0.19%	88
2025 Q2	$292K	Sell	6,177 -1,224	-17%	-$51.5K	0.19%	88
2025 Q1	$309K	Hold	7,401	–	–	0.24%	82
2024 Q4	$325K	Hold	7,401	–	–	0.24%	84
2024 Q3	$294K	Hold	7,401	–	–	0.23%	83
2024 Q2	$294K	Hold	7,401	–	–	0.25%	81
2024 Q1	$281K	Sell	7,401 -118	-2%	-$4.05K	0.26%	82
2023 Q4	$253K	Hold	7,519	–	–	0.24%	92
2023 Q3	$206K	Sell	7,519 -1,727	-19%	-$51.1K	0.24%	96
2023 Q2	$265K	Hold	9,246	–	–	0.29%	81
2023 Q1	$264K	Hold	9,246	–	–	0.33%	76
2022 Q4	$306K	Hold	9,246	–	–	0.42%	64
2022 Q3	$284K	Hold	9,246	–	–	0.41%	63
2022 Q2	$313K	Hold	9,246	–	–	0.39%	65
2022 Q1	$335K	Hold	9,246	–	–	0.4%	63
2021 Q4	$411K	Buy	+9,246	New	+$421K	0.41%	63

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

Guerra Pan Advisors's BAC Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Bank of America (BAC) stake by 2.7% in Q1 2026, selling an estimated $7.95K and leaving 5,471 shares worth $267K. The position accounts for 0.17% of the portfolio, ranked #96.

Guerra Pan Advisors first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $411K in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Guerra Pan Advisors held 5,471 shares of Bank of America worth $267K as of Q1 2026.
Guerra Pan Advisors sold 154 Bank of America shares in Q1 2026, an estimated $7.95K.
Bank of America made up 0.17% of Guerra Pan Advisors's portfolio in Q1 2026, its #96 holding.
Guerra Pan Advisors first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Bank of America position peaked at $411K in Q4 2021.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.