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

Kingsview 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 		$6.26M Buy
128,325
+10,051
+8% +$519K 0.09% 253
2025
Q4 		$6.51M Sell
118,274
-223
-0.2% -$11.8K 0.09% 226
2025
Q3 		$6.11M Sell
118,497
-264
-0.2% -$12.9K 0.09% 218
2025
Q2 		$5.62M Buy
118,761
+2,701
+2% +$114K 0.1% 221
2025
Q1 		$4.84M Buy
116,060
+2,080
+2% +$92.7K 0.09% 224
2024
Q4 		$5.01M Buy
113,980
+1,719
+2% +$75.6K 0.1% 206
2024
Q3 		$4.45M Buy
112,261
+10,904
+11% +$437K 0.09% 213
2024
Q2 		$4.03M Buy
101,357
+10,400
+11% +$399K 0.1% 208
2024
Q1 		$3.45M Buy
90,957
+5,496
+6% +$189K 0.09% 221
2023
Q4 		$2.88M Sell
85,461
-29,327
-26% -$854K 0.09% 214
2023
Q3 		$3.14M Sell
114,788
-1,814
-2% -$53.7K 0.11% 199
2023
Q2 		$3.35M Buy
116,602
+4,886
+4% +$139K 0.13% 169
2023
Q1 		$3.2M Buy
111,716
+9,035
+9% +$298K 0.13% 169
2022
Q4 		$3.4M Buy
102,681
+5,865
+6% +$202K 0.15% 161
2022
Q3 		$2.92M Buy
96,816
+3,972
+4% +$133K 0.14% 165
2022
Q2 		$2.89M Sell
92,844
-9,778
-10% -$352K 0.14% 167
2022
Q1 		$4.23M Buy
102,622
+9,973
+11% +$450K 0.19% 128
2021
Q4 		$4.12M Buy
92,649
+2,039
+2% +$92.9K 0.17% 133
2021
Q3 		$3.85M Sell
90,610
-25,451
-22% -$1.03M 0.18% 130
2021
Q2 		$4.82M Buy
116,061
+9,343
+9% +$383K 0.24% 93
2021
Q1 		$4.21M Buy
106,718
+12,865
+14% +$444K 0.24% 95
2020
Q4 		$2.85M Buy
93,853
+1,943
+2% +$52.1K 0.21% 113
2020
Q3 		$2.21M Buy
91,910
+3,219
+4% +$80.1K 0.2% 124
2020
Q2 		$2.11M Buy
88,691
+15,477
+21% +$366K 0.21% 119
2020
Q1 		$1.55M Buy
73,214
+4,505
+7% +$135K 0.21% 121
2019
Q4 		$2.42M Buy
68,709
+2,387
+4% +$77.1K 0.3% 91
2019
Q3 		$1.94M Buy
66,322
+30,182
+84% +$868K 0.3% 92
2019
Q2 		$1.05M Sell
36,140
-10,501
-23% -$303K 0.18% 148
2019
Q1 		$1.29M Buy
46,641
+15,823
+51% +$447K 0.2% 139
2018
Q4 		$759K Sell
30,818
-32,478
-51% -$881K 0.17% 166
2018
Q3 		$1.86M Sell
63,296
-3,258
-5% -$99.2K 0.38% 79
2018
Q2 		$1.88M Buy
66,554
+29,366
+79% +$876K 0.45% 69
2018
Q1 		$1.11M Buy
37,188
+3,699
+11% +$116K 0.28% 106
2017
Q4 		$989K Buy
33,489
+743
+2% +$20.5K 0.35% 88
2017
Q3 		$830K Buy
32,746
+1,367
+4% +$33.2K 0.37% 82
2017
Q2 		$761K Buy
31,379
+2,902
+10% +$67.7K 0.39% 80
2017
Q1 		$672K Buy
+28,477
New +$676K 0.4% 86

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

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

Kingsview Wealth Management increased its Bank of America (BAC) stake by 8.5% in Q1 2026, buying an estimated $519K and bringing the position to 128,325 shares worth $6.26M. The position accounts for 0.09% of the portfolio, ranked #253.

Kingsview Wealth Management first reported a position in BAC in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.51M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Kingsview Wealth Management held 128,325 shares of Bank of America worth $6.26M as of Q1 2026.
  • Kingsview Wealth Management bought 10,051 Bank of America shares in Q1 2026, an estimated $519K.
  • Bank of America made up 0.09% of Kingsview Wealth Management's portfolio in Q1 2026, its #253 holding.
  • Kingsview Wealth Management first reported a position in Bank of America in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Bank of America position peaked at $6.51M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.