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Journey Strategic Wealth’s Bank of America BAC Stock Holding History

Journey Strategic Wealth’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 		$3.09M Buy
63,415
+11,975
+23% +$618K 0.08% 73
2025
Q4 		$2.83M Sell
51,440
-725
-1% -$38.3K 0.07% 75
2025
Q3 		$2.69M Buy
52,165
+2,216
+4% +$108K 0.08% 71
2025
Q2 		$2.36M Buy
49,949
+18,414
+58% +$775K 0.08% 79
2025
Q1 		$1.32M Buy
31,535
+129
+0.4% +$5.75K 0.05% 106
2024
Q4 		$1.38M Sell
31,406
-3,329
-10% -$146K 0.05% 94
2024
Q3 		$1.38M Buy
34,735
+5,984
+21% +$240K 0.05% 102
2024
Q2 		$1.14M Buy
28,751
+5,236
+22% +$201K 0.05% 82
2024
Q1 		$892K Buy
23,515
+5,805
+33% +$199K 0.04% 84
2023
Q4 		$596K Buy
17,710
+7,062
+66% +$206K 0.03% 93
2023
Q3 		$292K Sell
10,648
-3,687
-26% -$109K 0.01% 119
2023
Q2 		$411K Sell
14,335
-12,912
-47% -$368K 0.02% 98
2023
Q1 		$779K Sell
27,247
-3,780
-12% -$125K 0.08% 70
2022
Q4 		$1.03M Sell
31,027
-842
-3% -$29K 0.12% 58
2022
Q3 		$962K Buy
31,869
+5,233
+20% +$175K 0.13% 44
2022
Q2 		$829K Sell
26,636
-532
-2% -$19.2K 0.11% 45
2022
Q1 		$1.12M Sell
27,168
-1,833
-6% -$82.7K 0.12% 26
2021
Q4 		$1.29M Buy
+29,001
New +$1.32M 0.13% 36

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

Journey Strategic Wealth's BAC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Bank of America (BAC) stake by 23% in Q1 2026, buying an estimated $618K and bringing the position to 63,415 shares worth $3.09M. The position accounts for 0.08% of the portfolio, ranked #73.

Journey Strategic Wealth first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Journey Strategic Wealth held 63,415 shares of Bank of America worth $3.09M as of Q1 2026.
  • Journey Strategic Wealth bought 11,975 Bank of America shares in Q1 2026, an estimated $618K.
  • Bank of America made up 0.08% of Journey Strategic Wealth's portfolio in Q1 2026, its #73 holding.
  • Journey Strategic Wealth first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.