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
2022 Q1	–	Sell	-100	Closed	-$5K	–	870
2021 Q4	$5K	Buy	+100	New	+$4.56K	﹤0.01%	947
2018 Q4	–	Sell	-1,500	Closed	-$1K	–	379
2018 Q3	$1K	Buy	+1,500	New	+$45.7K	﹤0.01%	383
2018 Q1	–	Sell	-1,000	Closed	-$1K	–	370
2017 Q4	$1K	Buy	1,000 +400	+67%	+$11K	﹤0.01%	372
2017 Q3	$1K	Sell	600 -2,600	-81%	-$63.1K	﹤0.01%	334
2017 Q2	$3K	Buy	+3,200	New	+$74.6K	﹤0.01%	302

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.