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Medallion Wealth Advisors’s Bank of America BAC Stock Holding History

Medallion Wealth Advisors’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 		$466K Buy
9,558
+3
+0% +$155 0.15% 134
2025
Q4 		$526K Buy
9,555
+1,241
+15% +$65.6K 0.18% 120
2025
Q3 		$429K Buy
8,314
+57
+0.7% +$2.78K 0.15% 140
2025
Q2 		$397K Buy
8,257
+431
+6% +$18.1K 0.15% 138
2025
Q1 		$325K Buy
7,826
+1,338
+21% +$59.6K 0.15% 146
2024
Q4 		$284K Buy
+6,488
New +$285K 0.14% 153

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

Medallion Wealth Advisors's BAC Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Bank of America (BAC) stake by 0.03% in Q1 2026, buying an estimated $155 and bringing the position to 9,558 shares worth $466K. The position accounts for 0.15% of the portfolio, ranked #134.

Medallion Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $526K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Medallion Wealth Advisors held 9,558 shares of Bank of America worth $466K as of Q1 2026.
  • Medallion Wealth Advisors bought 3 Bank of America shares in Q1 2026, an estimated $155.
  • Bank of America made up 0.15% of Medallion Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • Medallion Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Bank of America position peaked at $526K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.