LeClair Wealth Partners’s Bank of America BAC Stock Holding History

LeClair Wealth Partners’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	–	Sell	-6,097	Closed	-$335K	–	111
2025 Q4	$335K	Buy	6,097 +118	+2%	+$6.24K	0.19%	70
2025 Q3	$308K	Sell	5,979 -19	-0.3%	-$927	0.19%	71
2025 Q2	$284K	Sell	5,998 -121	-2%	-$5.09K	0.19%	78
2025 Q1	$255K	Hold	6,119	–	–	0.18%	81
2024 Q4	$269K	Buy	+6,119	New	+$269K	0.18%	82

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

LeClair Wealth Partners's BAC Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 6,097 shares — an estimated $335K sold.

LeClair Wealth Partners first reported a position in BAC in Q4 2024 and held it in 5 quarters. The position peaked at $335K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

LeClair Wealth Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 6,097 Bank of America shares in Q1 2026, an estimated $335K.
LeClair Wealth Partners first reported a position in Bank of America in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's Bank of America position peaked at $335K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.