McCarter Private Wealth Services’s Bank of America BAC Stock Holding History

McCarter Private Wealth Services’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	$1.1M	Buy	22,631 +2,655	+13%	+$137K	0.48%	56
2025 Q4	$1.1M	Buy	19,976 +805	+4%	+$42.6K	0.49%	51
2025 Q3	$989K	Buy	19,171 +740	+4%	+$36.1K	0.51%	45
2025 Q2	$872K	Sell	18,431 -111	-0.6%	-$4.67K	0.5%	45
2025 Q1	$774K	Buy	18,542 +680	+4%	+$30.3K	0.51%	41
2024 Q4	$785K	Buy	17,862 +1,250	+8%	+$55K	0.5%	42
2024 Q3	$659K	Buy	+16,612	New	+$666K	0.42%	47

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

McCarter Private Wealth Services's BAC Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Bank of America (BAC) stake by 13% in Q1 2026, buying an estimated $137K and bringing the position to 22,631 shares worth $1.1M. The position accounts for 0.48% of the portfolio, ranked #56.

McCarter Private Wealth Services first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

McCarter Private Wealth Services held 22,631 shares of Bank of America worth $1.1M as of Q1 2026.
McCarter Private Wealth Services bought 2,655 Bank of America shares in Q1 2026, an estimated $137K.
Bank of America made up 0.48% of McCarter Private Wealth Services's portfolio in Q1 2026, its #56 holding.
McCarter Private Wealth Services first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.