Legacy Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.67M | Sell |
54,799
-2,529
| -4% | -$131K | 0.37% | 44 |
|
|
2025
Q4 | $3.15M | Sell |
57,328
-7,499
| -12% | -$396K | 0.44% | 39 |
|
|
2025
Q3 | $3.34M | Buy |
64,827
+2,304
| +4% | +$112K | 0.46% | 33 |
|
|
2025
Q2 | $2.96M | Buy |
62,523
+23,592
| +61% | +$993K | 0.46% | 33 |
|
|
2025
Q1 | $1.62M | Sell |
38,931
-354
| -0.9% | -$15.8K | 0.27% | 64 |
|
|
2024
Q4 | $1.73M | Buy |
39,285
+1,765
| +5% | +$77.7K | 0.29% | 55 |
|
|
2024
Q3 | $1.49M | Buy |
37,520
+775
| +2% | +$31.1K | 0.25% | 69 |
|
|
2024
Q2 | $1.46M | Sell |
36,745
-5,347
| -13% | -$205K | 0.26% | 66 |
|
|
2024
Q1 | $1.6M | Buy |
42,092
+2,323
| +6% | +$79.7K | 0.29% | 61 |
|
|
2023
Q4 | $1.34M | Buy |
39,769
+2,518
| +7% | +$73.3K | 0.26% | 66 |
|
|
2023
Q3 | $1.02M | Buy |
37,251
+8,175
| +28% | +$242K | 0.2% | 66 |
|
|
2023
Q2 | $834K | Buy |
29,076
+6,027
| +26% | +$172K | 0.16% | 78 |
|
|
2023
Q1 | $659K | Buy |
23,049
+1,671
| +8% | +$55.2K | 0.13% | 92 |
|
|
2022
Q4 | $708K | Sell |
21,378
-466
| -2% | -$16.1K | 0.15% | 77 |
|
|
2022
Q3 | $660K | Buy |
21,844
+971
| +5% | +$32.5K | 0.16% | 73 |
|
|
2022
Q2 | $650K | Sell |
20,873
-2,486
| -11% | -$89.5K | 0.16% | 69 |
|
|
2022
Q1 | $963K | Buy |
23,359
+162
| +0.7% | +$7.31K | 0.22% | 50 |
|
|
2021
Q4 | $1.03M | Buy |
23,197
+337
| +1% | +$15.4K | 0.24% | 46 |
|
|
2021
Q3 | $970K | Buy |
22,860
+7,028
| +44% | +$283K | 0.24% | 38 |
|
|
2021
Q2 | $653K | Buy |
15,832
+1,445
| +10% | +$59.2K | 0.17% | 56 |
|
|
2021
Q1 | $557K | Buy |
14,387
+2,918
| +25% | +$101K | 0.15% | 61 |
|
|
2020
Q4 | $347K | Sell |
11,469
-1,678
| -13% | -$45K | 0.1% | 86 |
|
|
2020
Q3 | $317K | Sell |
13,147
-152
| -1% | -$3.78K | 0.1% | 83 |
|
|
2020
Q2 | $316K | Buy |
13,299
+752
| +6% | +$17.8K | 0.11% | 41 |
|
|
2020
Q1 | $302K | Buy |
12,547
+375
| +3% | +$11.2K | 0.11% | 51 |
|
|
2019
Q4 | $429K | Buy |
12,172
+38
| +0.3% | +$1.23K | 0.14% | 69 |
|
|
2019
Q3 | $354K | Sell |
12,134
-874
| -7% | -$25.1K | 0.12% | 82 |
|
|
2019
Q2 | $377K | Buy |
13,008
+585
| +5% | +$16.9K | 0.13% | 77 |
|
|
2019
Q1 | $343K | Buy |
12,423
+3,091
| +33% | +$87.4K | 0.12% | 76 |
|
|
2018
Q4 | $230K | Buy |
9,332
+498
| +6% | +$13.5K | 0.09% | 93 |
|
|
2018
Q3 | $260K | Sell |
8,834
-157
| -2% | -$4.78K | 0.09% | 87 |
|
|
2018
Q2 | $257K | Buy |
8,991
+1,189
| +15% | +$35.5K | 0.1% | 86 |
|
|
2018
Q1 | $237K | Sell |
7,802
-626
| -7% | -$19.7K | 0.09% | 97 |
|
|
2017
Q4 | $248K | Buy |
+8,428
| New | +$232K | 0.1% | 92 |
|
Other funds holding BAC
VCM
VPM
Legacy Financial Advisors's BAC Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Bank of America (BAC) stake by 4.4% in Q1 2026, selling an estimated $131K and leaving 54,799 shares worth $2.67M. The position accounts for 0.37% of the portfolio, ranked #44.
Legacy Financial Advisors first reported a position in BAC in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.34M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Legacy Financial Advisors held 54,799 shares of Bank of America worth $2.67M as of Q1 2026.
- Legacy Financial Advisors sold 2,529 Bank of America shares in Q1 2026, an estimated $131K.
- Bank of America made up 0.37% of Legacy Financial Advisors's portfolio in Q1 2026, its #44 holding.
- Legacy Financial Advisors first reported a position in Bank of America in Q4 2017 and has held it in 34 quarters since.
- Legacy Financial Advisors's Bank of America position peaked at $3.34M in Q3 2025.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.