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HighMark Wealth Management’s Bank of America BAC Stock Holding History

HighMark Wealth Management’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 		$50.6K Sell
1,038
-71
-6% -$3.66K 0.02% 157
2025
Q4 		$61K Buy
1,109
+16
+1% +$846 0.02% 146
2025
Q3 		$56.4K Sell
1,093
-15
-1% -$732 0.02% 147
2025
Q2 		$52.4K Buy
1,108
+47
+4% +$1.98K 0.03% 154
2025
Q1 		$43.1K Buy
1,061
+743
+234% +$33.1K 0.03% 136
2024
Q4 		$14K Buy
318
+282
+783% +$12.4K 0.01% 244
2024
Q3 		$1.44K Sell
36
-55
-60% -$2.2K ﹤0.01% 499
2024
Q2 		$3.61K Buy
91
+1
+1% +$38 ﹤0.01% 411
2024
Q1 		$10.2K Hold
90
– – 0.01% 274
2023
Q4 		$3.03K Sell
90
-253
-74% -$7.37K ﹤0.01% 427
2023
Q3 		$9.4K Buy
343
+175
+104% +$5.18K 0.01% 260
2023
Q2 		$4.82K Buy
168
+36
+27% +$1.03K ﹤0.01% 361
2023
Q1 		$3.77K Buy
132
+1
+0.8% +$33 ﹤0.01% 440
2022
Q4 		$4.33K Sell
131
-24
-15% -$827 ﹤0.01% 355
2022
Q3 		$5K Hold
155
– – ﹤0.01% 323
2022
Q2 		$5K Buy
155
+1
+0.6% +$36 ﹤0.01% 335
2022
Q1 		$6K Hold
154
– – ﹤0.01% 329
2021
Q4 		$7K Sell
154
-238
-61% -$10.8K ﹤0.01% 307
2021
Q3 		$17K Sell
392
-86
-18% -$3.46K 0.01% 193
2021
Q2 		$20K Buy
478
+67
+16% +$2.75K 0.01% 185
2021
Q1 		$16K Sell
411
-172
-30% -$5.93K 0.01% 184
2020
Q4 		$18K Hold
583
– – 0.02% 168
2020
Q3 		$16K Sell
583
-74
-11% -$1.84K 0.01% 182
2020
Q2 		$16K Sell
657
-88
-12% -$2.08K 0.02% 152
2020
Q1 		$15K Buy
745
+57
+8% +$1.71K 0.02% 126
2019
Q4 		$24K Buy
+688
New +$22.2K 0.03% 121

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

HighMark Wealth Management's BAC Position: Q1 2026 in Review

HighMark Wealth Management reduced its Bank of America (BAC) stake by 6.4% in Q1 2026, selling an estimated $3.66K and leaving 1,038 shares worth $50.6K. The position accounts for 0.02% of the portfolio, ranked #157.

HighMark Wealth Management first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $61K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • HighMark Wealth Management held 1,038 shares of Bank of America worth $50.6K as of Q1 2026.
  • HighMark Wealth Management sold 71 Bank of America shares in Q1 2026, an estimated $3.66K.
  • Bank of America made up 0.02% of HighMark Wealth Management's portfolio in Q1 2026, its #157 holding.
  • HighMark Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Bank of America position peaked at $61K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.