Lido Advisors’s Bank of America BAC Stock Holding History

Lido Advisors’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	$195K	Hold	4,000	–	–	﹤0.01%	1786
2025 Q4	$220K	Hold	4,000	–	–	﹤0.01%	1721
2025 Q3	$206K	Buy	+4,000	New	+$195K	﹤0.01%	1665
2024 Q3	–	Sell	-2,200	Closed	-$87.5K	–	1478
2024 Q2	$87.5K	Hold	2,200	–	–	﹤0.01%	1349
2024 Q1	$83.4K	Sell	2,200 -2,200	-50%	-$75.5K	﹤0.01%	1328
2023 Q4	$148K	Hold	4,400	–	–	﹤0.01%	1261
2023 Q3	$120K	Hold	4,400	–	–	﹤0.01%	1131
2023 Q2	$126K	Hold	4,400	–	–	﹤0.01%	1148
2023 Q1	$126K	Sell	4,400 -100	-2%	-$3.3K	﹤0.01%	1067
2022 Q4	$149K	Buy	+4,500	New	+$155K	﹤0.01%	936
2021 Q2	–	Sell	-11,800	Closed	-$456K	–	909
2021 Q1	$456K	Buy	11,800 +3,000	+34%	+$104K	0.01%	528
2020 Q4	$266K	Hold	8,800	–	–	0.01%	662
2020 Q3	$211K	Hold	8,800	–	–	0.01%	577
2020 Q2	$209K	Buy	+8,800	New	+$208K	0.01%	542
2020 Q1	–	Sell	-8,000	Closed	-$281K	–	590
2019 Q4	$281K	Hold	8,000	–	–	0.01%	522
2019 Q3	$233K	Hold	8,000	–	–	0.01%	507
2019 Q2	$232K	Buy	+8,000	New	+$231K	0.01%	477

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

Lido Advisors's BAC Position: Q1 2026 in Review

Lido Advisors increased its Bank of America (BAC) stake by 8.7% in Q1 2026, buying an estimated $2.09M and bringing the position to 504,467 shares worth $24.6M. The position accounts for 0.08% of the portfolio, ranked #172.

Lido Advisors first reported a position in BAC in Q2 2016 and has held it in 40 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Lido Advisors held 504,467 shares of Bank of America worth $24.6M as of Q1 2026.
Lido Advisors bought 40,499 Bank of America shares in Q1 2026, an estimated $2.09M.
Bank of America made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #172 holding.
Lido Advisors first reported a position in Bank of America in Q2 2016 and has held it in 40 quarters since.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.