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Milestones Private Investment Advisors’s Bank of America BAC Stock Holding History

Milestones Private Investment 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 		– Sell
-4,925
Closed -$271K – 82
2025
Q4 		$271K Hold
4,925
– – 0.19% 99
2025
Q3 		$254K Hold
4,925
– – 0.17% 105
2025
Q2 		$233K Buy
+4,925
New +$207K 0.17% 105

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestones Private Investment Advisors's BAC Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,925 shares — an estimated $271K sold.

Milestones Private Investment Advisors first reported a position in BAC in Q2 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 4,925 Bank of America shares in Q1 2026, an estimated $271K.
  • Milestones Private Investment Advisors first reported a position in Bank of America in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Bank of America position peaked at $271K in Q4 2025.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.