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NewEdge Advisors’s Bank of America BAC Stock Holding History

NewEdge 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 		$43.8M Sell
916,918
-34,614
-4% -$1.79M 0.16% 131
2025
Q4 		$51.3M Buy
951,532
+234,733
+33% +$12.4M 0.19% 104
2025
Q3 		$37M Buy
716,799
+15,861
+2% +$774K 0.17% 114
2025
Q2 		$33.2M Buy
700,938
+35,209
+5% +$1.48M 0.17% 118
2025
Q1 		$27.8M Buy
665,729
+47,649
+8% +$2.12M 0.17% 124
2024
Q4 		$27.2M Buy
618,080
+38,360
+7% +$1.69M 0.16% 127
2024
Q3 		$23M Buy
579,720
+50,664
+10% +$2.03M 0.15% 146
2024
Q2 		$21M Buy
529,056
+98,204
+23% +$3.76M 0.15% 134
2024
Q1 		$16.3M Sell
430,852
-36,648
-8% -$1.26M 0.14% 155
2023
Q4 		$15.3M Sell
467,500
-46,223
-9% -$1.35M 0.15% 152
2023
Q3 		$14.1M Buy
513,723
+89,164
+21% +$2.64M 0.15% 140
2023
Q2 		$12.2M Sell
424,559
-34,412
-7% -$982K 0.14% 155
2023
Q1 		$13M Sell
458,971
-93,016
-17% -$3.07M 0.16% 140
2022
Q4 		$8.54M Buy
551,987
+103,609
+23% +$3.57M 0.23% 99
2022
Q3 		$13.5M Buy
448,378
+5,618
+1% +$188K 0.22% 113
2022
Q2 		$13.8M Buy
442,760
+37,662
+9% +$1.36M 0.23% 108
2022
Q1 		$16.7M Buy
405,098
+16,598
+4% +$749K 0.27% 91
2021
Q4 		$17.3M Buy
388,500
+149,371
+62% +$6.8M 0.26% 88
2021
Q3 		$10.2M Buy
239,129
+45,601
+24% +$1.84M 0.25% 90
2021
Q2 		$7.98M Buy
193,528
+15,694
+9% +$643K 0.21% 104
2021
Q1 		$6.88M Buy
177,834
+31,648
+22% +$1.09M 0.21% 110
2020
Q4 		$4.43M Sell
146,186
-3,327
-2% -$89.2K 0.15% 144
2020
Q3 		$3.6M Buy
149,513
+17,670
+13% +$440K 0.13% 166
2020
Q2 		$3.13M Sell
131,843
-9,710
-7% -$229K 0.12% 169
2020
Q1 		$3M Sell
141,553
-87,531
-38% -$2.62M 0.14% 139
2019
Q4 		$8.07M Buy
229,084
+22,226
+11% +$718K 0.32% 83
2019
Q3 		$6.09M Buy
206,858
+36,577
+21% +$1.05M 0.27% 93
2019
Q2 		$4.94M Buy
170,281
+2,219
+1% +$64K 0.3% 83
2019
Q1 		$4.64M Sell
168,062
-11,832
-7% -$334K 0.3% 86
2018
Q4 		$4.43K Buy
179,894
+69,808
+63% +$1.89M 0.29% 86
2018
Q3 		$3.24M Sell
110,086
-6,321
-5% -$193K 0.25% 101
2018
Q2 		$3.29K Buy
116,407
+25,713
+28% +$767K 0.3% 90
2018
Q1 		$2.66M Buy
90,694
+13,172
+17% +$414K 0.3% 85
2017
Q4 		$2.33M Buy
77,522
+21,954
+40% +$605K 0.32% 76
2017
Q3 		$1.44M Buy
55,568
+1,678
+3% +$40.7K 0.22% 112
2017
Q2 		$1.34M Buy
53,890
+8,796
+20% +$205K 0.23% 97
2017
Q1 		$1.04M Buy
45,094
+8,484
+23% +$201K 0.24% 94
2016
Q4 		$845K Buy
+36,610
New +$705K 0.23% 91

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

NewEdge Advisors's BAC Position: Q1 2026 in Review

NewEdge Advisors reduced its Bank of America (BAC) stake by 3.6% in Q1 2026, selling an estimated $1.79M and leaving 916,918 shares worth $43.8M. The position accounts for 0.16% of the portfolio, ranked #131.

NewEdge Advisors first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $51.3M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • NewEdge Advisors held 916,918 shares of Bank of America worth $43.8M as of Q1 2026.
  • NewEdge Advisors sold 34,614 Bank of America shares in Q1 2026, an estimated $1.79M.
  • Bank of America made up 0.16% of NewEdge Advisors's portfolio in Q1 2026, its #131 holding.
  • NewEdge Advisors first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • NewEdge Advisors's Bank of America position peaked at $51.3M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.