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Maridea Wealth Management’s Bank of America BAC Stock Holding History

Maridea Wealth Management’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 		$286K Buy
5,859
+146
+3% +$7.53K 0.04% 360
2025
Q4 		$314K Buy
5,713
+21
+0.4% +$1.11K 0.05% 325
2025
Q3 		$296K Buy
+5,692
New +$278K 0.05% 325

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maridea Wealth Management's BAC Position: Q1 2026 in Review

Maridea Wealth Management increased its Bank of America (BAC) stake by 2.6% in Q1 2026, buying an estimated $7.53K and bringing the position to 5,859 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #360.

Maridea Wealth Management first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Maridea Wealth Management held 5,859 shares of Bank of America worth $286K as of Q1 2026.
  • Maridea Wealth Management bought 146 Bank of America shares in Q1 2026, an estimated $7.53K.
  • Bank of America made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #360 holding.
  • Maridea Wealth Management first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Bank of America position peaked at $314K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.