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Guidance Point Advisors’s Bank of America BAC Stock Holding History

Guidance Point 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 		$495K Sell
10,148
-86
-0.8% -$4.44K 0.12% 60
2025
Q4 		$563K Buy
10,234
+71
+0.7% +$3.75K 0.13% 55
2025
Q3 		$524K Sell
10,163
-2,427
-19% -$118K 0.13% 55
2025
Q2 		$596K Buy
12,590
+49
+0.4% +$2.06K 0.15% 49
2025
Q1 		$523K Buy
12,541
+39
+0.3% +$1.74K 0.15% 50
2024
Q4 		$549K Sell
12,502
-511
-4% -$22.5K 0.15% 48
2024
Q3 		$516K Buy
13,013
+44
+0.3% +$1.76K 0.15% 48
2024
Q2 		$516K Buy
12,969
+29
+0.2% +$1.11K 0.16% 47
2024
Q1 		$491K Sell
12,940
-79
-0.6% -$2.71K 0.16% 49
2023
Q4 		$438K Buy
13,019
+185
+1% +$5.39K 0.16% 46
2023
Q3 		$351K Buy
12,834
+424
+3% +$12.5K 0.14% 50
2023
Q2 		$356K Sell
12,410
-684
-5% -$19.5K 0.14% 57
2023
Q1 		$374K Buy
13,094
+51
+0.4% +$1.68K 0.15% 55
2022
Q4 		$432K Buy
13,043
+44
+0.3% +$1.52K 0.18% 52
2022
Q3 		$392K Buy
12,999
+46
+0.4% +$1.54K 0.18% 59
2022
Q2 		$403K Buy
12,953
+41
+0.3% +$1.48K 0.17% 60
2022
Q1 		$532K Buy
12,912
+6,369
+97% +$287K 0.2% 58
2021
Q4 		$291K Buy
6,543
+29
+0.4% +$1.32K 0.11% 71
2021
Q3 		$276K Buy
6,514
+33
+0.5% +$1.33K 0.1% 71
2021
Q2 		$267K Buy
6,481
+28
+0.4% +$1.15K 0.1% 77
2021
Q1 		$249K Buy
+6,453
New +$223K 0.1% 79
2020
Q1 		– Sell
-8,165
Closed -$287K – 63
2019
Q4 		$287K Buy
8,165
+42
+0.5% +$1.36K 0.14% 56
2019
Q3 		$236K Sell
8,123
-150
-2% -$4.31K 0.13% 58
2019
Q2 		$239K Sell
8,273
-157
-2% -$4.53K 0.14% 57
2019
Q1 		$232K Sell
8,430
-131
-2% -$3.7K 0.14% 57
2018
Q4 		$210K Buy
+8,561
New +$232K 0.14% 60

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

Guidance Point Advisors's BAC Position: Q1 2026 in Review

Guidance Point Advisors reduced its Bank of America (BAC) stake by 0.84% in Q1 2026, selling an estimated $4.44K and leaving 10,148 shares worth $495K. The position accounts for 0.12% of the portfolio, ranked #60.

Guidance Point Advisors first reported a position in BAC in Q4 2018 and has held it in 26 quarters since. The position peaked at $596K in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Guidance Point Advisors held 10,148 shares of Bank of America worth $495K as of Q1 2026.
  • Guidance Point Advisors sold 86 Bank of America shares in Q1 2026, an estimated $4.44K.
  • Bank of America made up 0.12% of Guidance Point Advisors's portfolio in Q1 2026, its #60 holding.
  • Guidance Point Advisors first reported a position in Bank of America in Q4 2018 and has held it in 26 quarters since.
  • Guidance Point Advisors's Bank of America position peaked at $596K in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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