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New World Advisors’s Bank of America BAC Stock Holding History

New World 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 		$480K Sell
9,850
-902
-8% -$46.5K 0.08% 35
2025
Q4 		$591K Buy
10,752
+1,118
+12% +$59.1K 0.1% 29
2025
Q3 		$497K Buy
9,634
+812
+9% +$39.6K 0.09% 33
2025
Q2 		$417K Sell
8,822
-697
-7% -$29.3K 0.09% 41
2025
Q1 		$397K Buy
9,519
+1,419
+18% +$63.2K 0.09% 47
2024
Q4 		$356K Sell
8,100
-100
-1% -$4.4K 0.09% 43
2024
Q3 		$325K Sell
8,200
-400
-5% -$16K 0.08% 50
2024
Q2 		$342K Sell
8,600
-2,300
-21% -$88.1K 0.1% 42
2024
Q1 		$413K Sell
10,900
-1,950
-15% -$66.9K 0.12% 36
2023
Q4 		$433K Sell
12,850
-1,452
-10% -$42.3K 0.13% 34
2023
Q3 		$392K Buy
14,302
+347
+2% +$10.3K 0.14% 26
2023
Q2 		$400K Buy
13,955
+400
+3% +$11.4K 0.14% 29
2023
Q1 		$388K Sell
13,555
-273
-2% -$9.01K 0.15% 32
2022
Q4 		$458K Buy
13,828
+1,926
+16% +$66.3K 0.16% 26
2022
Q3 		$359K Sell
11,902
-2,000
-14% -$66.9K 0.17% 23
2022
Q2 		$429K Sell
13,902
-920
-6% -$33.1K 0.23% 26
2022
Q1 		$576K Buy
14,822
+5,720
+63% +$258K 0.3% 16
2021
Q4 		$405K Sell
9,102
-800
-8% -$36.4K 0.19% 40
2021
Q3 		$471K Sell
9,902
-10,246
-51% -$413K 0.22% 25
2021
Q2 		$831K Buy
+20,148
New +$826K 0.56% 40
2019
Q2 		– Sell
-1,602
Closed -$44K – 32
2019
Q1 		$44K Buy
+1,602
New +$45.3K 0.03% 58

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

New World Advisors's BAC Position: Q1 2026 in Review

New World Advisors reduced its Bank of America (BAC) stake by 8.4% in Q1 2026, selling an estimated $46.5K and leaving 9,850 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #35.

New World Advisors first reported a position in BAC in Q1 2019 and has held it in 21 quarters since. The position peaked at $831K in Q2 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • New World Advisors held 9,850 shares of Bank of America worth $480K as of Q1 2026.
  • New World Advisors sold 902 Bank of America shares in Q1 2026, an estimated $46.5K.
  • Bank of America made up 0.08% of New World Advisors's portfolio in Q1 2026, its #35 holding.
  • New World Advisors first reported a position in Bank of America in Q1 2019 and has held it in 21 quarters since.
  • New World Advisors's Bank of America position peaked at $831K in Q2 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.