Morling Financial Advisors’s Bank of America BAC Stock Holding History

Morling Financial 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	$308K	Hold	6,308	–	–	0.09%	58
2025 Q4	$347K	Hold	6,308	–	–	0.11%	54
2025 Q3	$325K	Sell	6,308 -106	-2%	-$5.17K	0.11%	56
2025 Q2	$304K	Sell	6,414 -1,407	-18%	-$59.2K	0.1%	60
2025 Q1	$326K	Buy	7,821 +588	+8%	+$26.2K	0.11%	65
2024 Q4	$318K	Buy	7,233 +10	+0.1%	+$440	0.11%	59
2024 Q3	$287K	Buy	7,223 +4	+0.1%	+$160	0.11%	57
2024 Q2	$287K	Buy	7,219 +132	+2%	+$5.06K	0.13%	47
2024 Q1	$269K	Sell	7,087 -524	-7%	-$18K	0.15%	57
2023 Q4	$256K	Buy	7,611 +92	+1%	+$2.68K	0.21%	48
2023 Q3	$206K	Sell	7,519 -307	-4%	-$9.08K	0.2%	49
2023 Q2	$225K	Sell	7,826 -956	-11%	-$27.3K	0.22%	49
2023 Q1	$251K	Buy	8,782 +1,117	+15%	+$36.9K	0.27%	46
2022 Q4	$254K	Hold	7,665	–	–	0.32%	44
2022 Q3	$231K	Hold	7,665	–	–	0.31%	45
2022 Q2	$239K	Hold	7,665	–	–	0.31%	45
2022 Q1	$316K	Hold	7,665	–	–	0.4%	38
2021 Q4	$341K	Buy	+7,665	New	+$349K	0.33%	32

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

Morling Financial Advisors's BAC Position: Q1 2026 in Review

Morling Financial Advisors held its Bank of America (BAC) position steady in Q1 2026 at 6,308 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #58.

Morling Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $347K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Morling Financial Advisors held 6,308 shares of Bank of America worth $308K as of Q1 2026.
Morling Financial Advisors left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.09% of Morling Financial Advisors's portfolio in Q1 2026, its #58 holding.
Morling Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's Bank of America position peaked at $347K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.