LPL Financial’s Bank of America BAC Stock Holding History

LPL Financial’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	$341K	Buy	+7,000	New	+$361K	﹤0.01%	5101
2024 Q3	–	Sell	-10,300	Closed	-$410K	–	5176
2024 Q2	$410K	Buy	10,300 +10,055	+4,104%	+$385K	﹤0.01%	4028
2024 Q1	$929K	Buy	+245	New	+$8.41K	﹤0.01%	3246
2023 Q4	–	Sell	-15,000	Closed	-$411K	–	4802
2023 Q3	$411K	Hold	15,000	–	–	﹤0.01%	3643
2023 Q2	$430K	Hold	15,000	–	–	﹤0.01%	3563
2023 Q1	$429K	Sell	15,000 -16,000	-52%	-$528K	﹤0.01%	3455
2022 Q4	$1.03M	Buy	31,000 +1,000	+3%	+$34.4K	﹤0.01%	2621
2022 Q3	$906K	Hold	30,000	–	–	﹤0.01%	2625
2022 Q2	$934K	Buy	+30,000	New	+$1.08M	﹤0.01%	2623

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

LPL Financial's BAC Position: Q1 2026 in Review

LPL Financial reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $7.07M and leaving 8,659,709 shares worth $422M. The position accounts for 0.11% of the portfolio, ranked #187.

LPL Financial first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $484M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

LPL Financial held 8,659,709 shares of Bank of America worth $422M as of Q1 2026.
LPL Financial sold 137,105 Bank of America shares in Q1 2026, an estimated $7.07M.
Bank of America made up 0.11% of LPL Financial's portfolio in Q1 2026, its #187 holding.
LPL Financial first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Bank of America position peaked at $484M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.