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	$1.22M	Sell	25,000 -7,800	-24%	-$402K	﹤0.01%	3999
2025 Q4	$1.8M	Sell	32,800 -5,100	-13%	-$270K	﹤0.01%	3509
2025 Q3	$1.96M	Sell	37,900 -3,100	-8%	-$151K	﹤0.01%	3333
2025 Q2	$1.94M	Sell	41,000 -16,300	-28%	-$686K	﹤0.01%	3143
2025 Q1	$2.39M	Buy	57,300 +35,500	+163%	+$1.58M	﹤0.01%	2781
2024 Q4	$958K	Sell	21,800 -43,100	-66%	-$1.9M	﹤0.01%	3520
2024 Q3	$2.58M	Buy	64,900 +23,300	+56%	+$934K	﹤0.01%	2489
2024 Q2	$1.65M	Buy	+41,600	New	+$1.59M	﹤0.01%	2779
2023 Q4	–	Sell	-95,400	Closed	-$2.61M	–	4803
2023 Q3	$2.61M	Buy	95,400 +70,000	+276%	+$2.07M	﹤0.01%	2086
2023 Q2	$729K	Buy	+25,400	New	+$725K	﹤0.01%	3127

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.