Marks Group Wealth Management’s Bank of America BAC Stock Holding History

Marks Group 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	$374K	Buy	7,675 +650	+9%	+$33.5K	0.04%	276
2025 Q4	$386K	Buy	7,025 +937	+15%	+$49.5K	0.04%	263
2025 Q3	$314K	Hold	6,088	–	–	0.03%	256
2025 Q2	$288K	Sell	6,088 -804	-12%	-$33.8K	0.03%	262
2025 Q1	$288K	Hold	6,892	–	–	0.03%	278
2024 Q4	$303K	Hold	6,892	–	–	0.03%	255
2024 Q3	$273K	Sell	6,892 -1,162	-14%	-$46.6K	0.03%	263
2024 Q2	$320K	Sell	8,054 -637	-7%	-$24.4K	0.03%	251
2024 Q1	$330K	Hold	8,691	–	–	0.03%	257
2023 Q4	$293K	Buy	8,691 +530	+6%	+$15.4K	0.03%	264
2023 Q3	$223K	Buy	+8,161	New	+$241K	0.03%	266

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

Marks Group Wealth Management's BAC Position: Q1 2026 in Review

Marks Group Wealth Management increased its Bank of America (BAC) stake by 9.3% in Q1 2026, buying an estimated $33.5K and bringing the position to 7,675 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #276.

Marks Group Wealth Management first reported a position in BAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $386K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Marks Group Wealth Management held 7,675 shares of Bank of America worth $374K as of Q1 2026.
Marks Group Wealth Management bought 650 Bank of America shares in Q1 2026, an estimated $33.5K.
Bank of America made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #276 holding.
Marks Group Wealth Management first reported a position in Bank of America in Q3 2023 and has held it in 11 quarters since.
Marks Group Wealth Management's Bank of America position peaked at $386K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.