New Age Alpha Advisors’s Bank of America BAC Stock Holding History

New Age Alpha 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	$10.5M	Sell	214,708 -8,010	-4%	-$413K	0.49%	32
2025 Q4	$12.2M	Sell	222,718 -21,334	-9%	-$1.13M	0.53%	32
2025 Q3	$12.6M	Sell	244,052 -3,746	-2%	-$183K	0.53%	29
2025 Q2	$11.7M	Sell	247,798 -18,903	-7%	-$795K	0.52%	30
2025 Q1	$11.1M	Sell	266,701 -104,615	-28%	-$4.66M	0.5%	27
2024 Q4	$16.3M	Buy	+371,316	New	+$16.3M	0.66%	20

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

New Age Alpha Advisors's BAC Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Bank of America (BAC) stake by 3.6% in Q1 2026, selling an estimated $413K and leaving 214,708 shares worth $10.5M. The position accounts for 0.49% of the portfolio, ranked #32.

New Age Alpha Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3M in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

New Age Alpha Advisors held 214,708 shares of Bank of America worth $10.5M as of Q1 2026.
New Age Alpha Advisors sold 8,010 Bank of America shares in Q1 2026, an estimated $413K.
Bank of America made up 0.49% of New Age Alpha Advisors's portfolio in Q1 2026, its #32 holding.
New Age Alpha Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
New Age Alpha Advisors's Bank of America position peaked at $16.3M in Q4 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.