Leo Wealth LLC’s Bank of America BAC Stock Holding History

Leo Wealth LLC’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	$666K	Sell	13,666 -377	-3%	-$19.5K	0.05%	227
2025 Q4	$769K	Buy	14,043 +5,925	+73%	+$313K	0.06%	205
2025 Q3	$419K	Sell	8,118 -5,069	-38%	-$247K	0.05%	200
2025 Q2	$624K	Buy	13,187 +5,669	+75%	+$239K	0.05%	210
2025 Q1	$314K	Sell	7,518 -5,082	-40%	-$226K	0.05%	217
2024 Q4	$554K	Buy	12,600 +604	+5%	+$26.6K	0.05%	224
2024 Q3	$476K	Sell	11,996 -11	-0.1%	-$441	0.04%	231
2024 Q2	$479K	Buy	12,007 +120	+1%	+$4.6K	0.05%	222
2024 Q1	$449K	Buy	11,887 +1,122	+10%	+$38.5K	0.05%	227
2023 Q4	$373K	Buy	+10,765	New	+$313K	0.04%	231

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Wealth LLC's BAC Position: Q1 2026 in Review

Leo Wealth LLC reduced its Bank of America (BAC) stake by 2.7% in Q1 2026, selling an estimated $19.5K and leaving 13,666 shares worth $666K. The position accounts for 0.05% of the portfolio, ranked #227.

Leo Wealth LLC first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $769K in Q4 2025. 3,483 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Leo Wealth LLC held 13,666 shares of Bank of America worth $666K as of Q1 2026.
Leo Wealth LLC sold 377 Bank of America shares in Q1 2026, an estimated $19.5K.
Bank of America made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #227 holding.
Leo Wealth LLC first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Bank of America position peaked at $769K in Q4 2025.
3,483 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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