Heritage Wealth Management (Ohio)’s Bank of America BAC Stock Holding History

Heritage Wealth Management (Ohio)’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	$989K	Buy	20,295 +4	+0%	+$206	0.49%	60
2025 Q4	$1.12M	Sell	20,291 -495	-2%	-$26.2K	0.31%	81
2025 Q3	$1.07M	Sell	20,786 -147	-0.7%	-$7.17K	0.31%	84
2025 Q2	$991K	Buy	20,933 +4	+0%	+$168	0.32%	82
2025 Q1	$873K	Buy	20,929 +372	+2%	+$16.6K	0.3%	84
2024 Q4	$903K	Sell	20,557 -1,107	-5%	-$48.7K	0.3%	84
2024 Q3	$860K	Buy	21,664 +4	+0%	+$160	0.28%	90
2024 Q2	$875K	Buy	+21,660	New	+$830K	0.29%	89

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 Management (Ohio)'s BAC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Bank of America (BAC) stake by 0.02% in Q1 2026, buying an estimated $206 and bringing the position to 20,295 shares worth $989K. The position accounts for 0.49% of the portfolio, ranked #60.

Heritage Wealth Management (Ohio) first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Heritage Wealth Management (Ohio) held 20,295 shares of Bank of America worth $989K as of Q1 2026.
Heritage Wealth Management (Ohio) bought 4 Bank of America shares in Q1 2026, an estimated $206.
Bank of America made up 0.49% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #60 holding.
Heritage Wealth Management (Ohio) first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Bank of America position peaked at $1.12M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.