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High Net Worth Advisory Group’s Bank of America BAC Stock Holding History

High Net Worth Advisory Group’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 		$1.12M Sell
22,972
-251
-1% -$13K 0.26% 87
2025
Q4 		$1.28M Hold
23,223
– – 0.29% 76
2025
Q3 		$1.2M Buy
23,223
+6,310
+37% +$308K 0.29% 79
2025
Q2 		$800K Buy
16,913
+650
+4% +$27.3K 0.21% 97
2025
Q1 		$679K Sell
16,263
-458
-3% -$20.4K 0.19% 105
2024
Q4 		$735K Hold
16,721
– – 0.21% 103
2024
Q3 		$664K Sell
16,721
-1,339
-7% -$53.7K 0.18% 108
2024
Q2 		$718K Sell
18,060
-35
-0.2% -$1.34K 0.22% 95
2024
Q1 		$686K Buy
18,095
+2,200
+14% +$75.5K 0.22% 99
2023
Q4 		$535K Sell
15,895
-844
-5% -$24.6K 0.2% 103
2023
Q3 		$458K Sell
16,739
-4,561
-21% -$135K 0.18% 109
2023
Q2 		$611K Sell
21,300
-2,535
-11% -$72.3K 0.24% 97
2023
Q1 		$682K Buy
23,835
+1,673
+8% +$55.2K 0.28% 90
2022
Q4 		$734K Sell
22,162
-4,480
-17% -$154K 0.29% 91
2022
Q3 		$805K Hold
26,642
– – 0.34% 65
2022
Q2 		$829K Sell
26,642
-672
-2% -$24.2K 0.34% 68
2022
Q1 		$1.13M Buy
27,314
+20
+0.1% +$902 0.41% 59
2021
Q4 		$1.21M Buy
+27,294
New +$1.24M 0.42% 58

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

High Net Worth Advisory Group's BAC Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Bank of America (BAC) stake by 1.1% in Q1 2026, selling an estimated $13K and leaving 22,972 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #87.

High Net Worth Advisory Group first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • High Net Worth Advisory Group held 22,972 shares of Bank of America worth $1.12M as of Q1 2026.
  • High Net Worth Advisory Group sold 251 Bank of America shares in Q1 2026, an estimated $13K.
  • Bank of America made up 0.26% of High Net Worth Advisory Group's portfolio in Q1 2026, its #87 holding.
  • High Net Worth Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Bank of America position peaked at $1.28M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.