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Herold Advisors’s Bank of America BAC Stock Holding History

Herold 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 		$1.65M Buy
33,827
+1,151
+4% +$59.4K 0.36% 73
2025
Q4 		$1.8M Sell
32,676
-1,860
-5% -$98.3K 0.4% 67
2025
Q3 		$1.78M Sell
34,536
-10,388
-23% -$507K 0.41% 67
2025
Q2 		$2.13M Sell
44,924
-3,018
-6% -$127K 0.45% 63
2025
Q1 		$2M Buy
47,942
+3,132
+7% +$140K 0.44% 65
2024
Q4 		$1.97M Buy
44,810
+751
+2% +$33K 0.43% 63
2024
Q3 		$1.75M Sell
44,059
-654
-1% -$26.2K 0.38% 74
2024
Q2 		$1.78M Buy
44,713
+12
+0% +$460 0.41% 65
2024
Q1 		$1.7M Sell
44,701
-2,392
-5% -$82.1K 0.41% 68
2023
Q4 		$1.59M Buy
47,093
+661
+1% +$19.2K 0.44% 68
2023
Q3 		$1.27M Buy
46,432
+1,800
+4% +$53.3K 0.39% 73
2023
Q2 		$1.28M Sell
44,632
-300
-0.7% -$8.56K 0.39% 77
2023
Q1 		$1.29M Buy
44,932
+6,285
+16% +$207K 0.44% 72
2022
Q4 		$1.28M Buy
38,647
+5,304
+16% +$183K 0.54% 60
2022
Q3 		$1.01M Buy
33,343
+774
+2% +$25.9K 0.48% 69
2022
Q2 		$1.01M Buy
32,569
+3
+0% +$108 0.45% 76
2022
Q1 		$1.34M Buy
32,566
+152
+0.5% +$6.86K 0.48% 66
2021
Q4 		$1.44M Buy
32,414
+1,173
+4% +$53.4K 0.56% 62
2021
Q3 		$1.33M Buy
+31,241
New +$1.26M 0.52% 64

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

Herold Advisors's BAC Position: Q1 2026 in Review

Herold Advisors increased its Bank of America (BAC) stake by 3.5% in Q1 2026, buying an estimated $59.4K and bringing the position to 33,827 shares worth $1.65M. The position accounts for 0.36% of the portfolio, ranked #73.

Herold Advisors first reported a position in BAC in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Herold Advisors held 33,827 shares of Bank of America worth $1.65M as of Q1 2026.
  • Herold Advisors bought 1,151 Bank of America shares in Q1 2026, an estimated $59.4K.
  • Bank of America made up 0.36% of Herold Advisors's portfolio in Q1 2026, its #73 holding.
  • Herold Advisors first reported a position in Bank of America in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Bank of America position peaked at $2.13M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.