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GWN Securities’s Bank of America BAC Stock Holding History

GWN Securities’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 		$582K Buy
11,946
+2,172
+22% +$112K 0.11% 227
2025
Q4 		$538K Buy
9,774
+864
+10% +$45.7K 0.11% 216
2025
Q3 		$462K Buy
8,910
+1,889
+27% +$92.2K 0.11% 213
2025
Q2 		$333K Sell
7,021
-142,205
-95% -$5.98M 0.06% 283
2025
Q1 		$6.66M Buy
149,226
+122,336
+455% +$5.45M 0.38% 59
2024
Q4 		$1.24M Buy
+26,890
New +$1.18M 0.33% 69

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

GWN Securities's BAC Position: Q1 2026 in Review

GWN Securities increased its Bank of America (BAC) stake by 22% in Q1 2026, buying an estimated $112K and bringing the position to 11,946 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #227.

GWN Securities first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.66M in Q1 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • GWN Securities held 11,946 shares of Bank of America worth $582K as of Q1 2026.
  • GWN Securities bought 2,172 Bank of America shares in Q1 2026, an estimated $112K.
  • Bank of America made up 0.11% of GWN Securities's portfolio in Q1 2026, its #227 holding.
  • GWN Securities first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Bank of America position peaked at $6.66M in Q1 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.