Heritage Wealth Advisors’s Bank of America BAC Stock Holding History

Heritage Wealth 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	$984K	Buy	20,175 +255	+1%	+$13.2K	0.04%	83
2025 Q4	$1.1M	Buy	19,920 +496	+3%	+$26.2K	0.04%	101
2025 Q3	$1M	Hold	19,424	–	–	0.04%	84
2025 Q2	$919K	Sell	19,424 -7,747	-29%	-$326K	0.04%	89
2025 Q1	$1.13M	Sell	27,171 -528	-2%	-$23.5K	0.06%	73
2024 Q4	$1.22M	Sell	27,699 -132	-0.5%	-$5.81K	0.06%	73
2024 Q3	$1.1M	Buy	27,831 +75	+0.3%	+$3.01K	0.05%	84
2024 Q2	$1.1M	Sell	27,756 -778	-3%	-$29.8K	0.05%	79
2024 Q1	$1.08M	Sell	28,534 -952	-3%	-$32.7K	0.05%	84
2023 Q4	$993K	Sell	29,486 -1,967	-6%	-$57.3K	0.05%	86
2023 Q3	$861K	Sell	31,453 -4,552	-13%	-$135K	0.05%	86
2023 Q2	$1.03M	Sell	36,005 -14	-0%	-$399	0.05%	83
2023 Q1	$1.03M	Sell	36,019 -17,021	-32%	-$562K	0.06%	80
2022 Q4	$1.76M	Sell	53,040 -2,315	-4%	-$79.7K	0.1%	60
2022 Q3	$1.67M	Sell	55,355 -1,000	-2%	-$33.4K	0.12%	54
2022 Q2	$1.75M	Sell	56,355 -693	-1%	-$25K	0.12%	55
2022 Q1	$2.35M	Sell	57,048 -29,380	-34%	-$1.33M	0.13%	51
2021 Q4	$3.85M	Sell	86,428 -1	-0%	-$46	0.21%	44
2021 Q3	$3.67M	Sell	86,429 -50	-0.1%	-$2.01K	0.22%	46
2021 Q2	$3.57M	Sell	86,479 -11,252	-12%	-$461K	0.22%	47
2021 Q1	$3.78M	Sell	97,731 -1,050	-1%	-$36.2K	0.23%	43
2020 Q4	$2.99M	Buy	98,781 +66,115	+202%	+$1.77M	0.19%	45
2020 Q3	$787K	Buy	32,666 +2,340	+8%	+$58.3K	0.1%	69
2020 Q2	$720K	Hold	30,326	–	–	0.1%	70
2020 Q1	$644K	Sell	30,326 -892	-3%	-$26.7K	0.12%	69
2019 Q4	$1.1M	Buy	31,218 +679	+2%	+$21.9K	0.15%	63
2019 Q3	$890K	Sell	30,539 -3,377	-10%	-$97.1K	0.13%	69
2019 Q2	$984K	Buy	33,916 +1,691	+5%	+$48.8K	0.15%	66
2019 Q1	$889K	Hold	32,225	–	–	0.15%	62
2018 Q4	$794K	Hold	32,225	–	–	0.16%	60
2018 Q3	$949K	Hold	32,225	–	–	0.19%	55
2018 Q2	$909K	Sell	32,225 -555	-2%	-$16.6K	0.34%	50
2018 Q1	$982K	Hold	32,780	–	–	0.41%	48
2017 Q4	$967K	Sell	32,780 -154	-0.5%	-$4.25K	0.41%	49
2017 Q3	$834K	Buy	32,934 +1,500	+5%	+$36.4K	0.42%	48
2017 Q2	$764K	Hold	31,434	–	–	0.4%	52
2017 Q1	$742K	Hold	31,434	–	–	0.4%	49
2016 Q4	$695K	Buy	31,434 +1,202	+4%	+$23.2K	0.45%	39
2016 Q3	$473K	Buy	30,232 +910	+3%	+$13.6K	0.33%	44
2016 Q2	$388K	Buy	29,322 +3,394	+13%	+$47.7K	0.26%	52
2016 Q1	$351K	Buy	25,928 +1,730	+7%	+$23.4K	0.28%	51
2015 Q4	$408K	Hold	24,198	–	–	0.34%	43
2015 Q3	$377K	Hold	24,198	–	–	0.32%	43
2015 Q2	$412K	Hold	24,198	–	–	0.34%	54
2015 Q1	$372K	Hold	24,198	–	–	0.31%	61
2014 Q4	$433K	Buy	24,198 +7,114	+42%	+$122K	0.39%	55
2014 Q3	$291K	Buy	17,084 +4,477	+36%	+$71.3K	0.3%	58
2014 Q2	$194K	Hold	12,607	–	–	0.21%	67
2014 Q1	$217K	Sell	12,607 -300	-2%	-$5.05K	0.25%	64
2013 Q4	$201K	Buy	+12,907	New	+$191K	0.25%	62

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

Heritage Wealth Advisors's BAC Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Bank of America (BAC) stake by 1.3% in Q1 2026, buying an estimated $13.2K and bringing the position to 20,175 shares worth $984K. The position accounts for 0.04% of the portfolio, ranked #83.

Heritage Wealth Advisors first reported a position in BAC in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.85M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Heritage Wealth Advisors held 20,175 shares of Bank of America worth $984K as of Q1 2026.
Heritage Wealth Advisors bought 255 Bank of America shares in Q1 2026, an estimated $13.2K.
Bank of America made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Heritage Wealth Advisors first reported a position in Bank of America in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's Bank of America position peaked at $3.85M in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.