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MONECO Advisors’s Bank of America BAC Stock Holding History

MONECO 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 		$1.89M Sell
38,775
-1,685
-4% -$87K 0.15% 143
2025
Q4 		$2.23M Sell
40,460
-887
-2% -$46.9K 0.18% 128
2025
Q3 		$2.13M Buy
41,347
+2,966
+8% +$145K 0.18% 124
2025
Q2 		$1.82M Buy
38,381
+18
+0% +$757 0.17% 129
2025
Q1 		$1.6M Buy
38,363
+887
+2% +$39.5K 0.17% 132
2024
Q4 		$1.65M Buy
37,476
+15,443
+70% +$679K 0.17% 126
2024
Q3 		$874K Sell
22,033
-2,205
-9% -$88.4K 0.11% 172
2024
Q2 		$964K Buy
24,238
+3,599
+17% +$138K 0.14% 152
2024
Q1 		$783K Sell
20,639
-5,128
-20% -$176K 0.12% 182
2023
Q4 		$868K Sell
25,767
-41,882
-62% -$1.22M 0.17% 152
2023
Q3 		$1.85M Buy
67,649
+28,600
+73% +$846K 0.5% 44
2023
Q2 		$1.12M Buy
39,049
+107
+0.3% +$3.05K 0.3% 86
2023
Q1 		$1.11M Buy
38,942
+4,882
+14% +$161K 0.33% 75
2022
Q4 		$1.13M Buy
34,060
+14,471
+74% +$498K 0.41% 57
2022
Q3 		$592K Sell
19,589
-532
-3% -$17.8K 0.24% 102
2022
Q2 		$626K Buy
20,121
+5,519
+38% +$199K 0.24% 99
2022
Q1 		$602K Buy
14,602
+206
+1% +$9.29K 0.22% 109
2021
Q4 		$668K Buy
14,396
+537
+4% +$24.5K 0.25% 97
2021
Q3 		$588K Buy
13,859
+3,329
+32% +$134K 0.23% 99
2021
Q2 		$434K Buy
10,530
+116
+1% +$4.75K 0.2% 117
2021
Q1 		$403K Buy
10,414
+1,401
+16% +$48.3K 0.2% 120
2020
Q4 		$302K Buy
9,013
+80
+0.9% +$2.14K 0.17% 130
2020
Q3 		$215K Buy
+8,933
New +$222K 0.14% 140
2020
Q1 		– Sell
-7,717
Closed -$268K – 121
2019
Q4 		$268K Buy
7,717
+1
+0% +$32 0.19% 118
2019
Q3 		$225K Sell
7,716
-203
-3% -$5.84K 0.17% 124
2019
Q2 		$230K Sell
7,919
-1,043
-12% -$30.1K 0.18% 113
2019
Q1 		$247K Sell
8,962
-1,620
-15% -$45.8K 0.2% 108
2018
Q4 		$261K Buy
+10,582
New +$287K 0.3% 74

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

MONECO Advisors's BAC Position: Q1 2026 in Review

MONECO Advisors reduced its Bank of America (BAC) stake by 4.2% in Q1 2026, selling an estimated $87K and leaving 38,775 shares worth $1.89M. The position accounts for 0.15% of the portfolio, ranked #143.

MONECO Advisors first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.23M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • MONECO Advisors held 38,775 shares of Bank of America worth $1.89M as of Q1 2026.
  • MONECO Advisors sold 1,685 Bank of America shares in Q1 2026, an estimated $87K.
  • Bank of America made up 0.15% of MONECO Advisors's portfolio in Q1 2026, its #143 holding.
  • MONECO Advisors first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
  • MONECO Advisors's Bank of America position peaked at $2.23M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.