NWF Advisory Services’s Bank of America BAC Stock Holding History

NWF Advisory Services’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	$9.59M	Sell	196,788 -9,509	-5%	-$491K	1.08%	22
2025 Q4	$11.3M	Sell	206,297 -19,507	-9%	-$1.03M	1.25%	19
2025 Q3	$11.6M	Sell	225,804 -20,629	-8%	-$1.01M	1.28%	19
2025 Q2	$11.7M	Sell	246,433 -13,978	-5%	-$588K	1.39%	20
2025 Q1	$10.9M	Sell	260,411 -31,157	-11%	-$1.39M	1.53%	17
2024 Q4	$12.8M	Buy	291,568 +15,260	+6%	+$671K	1.88%	13
2024 Q3	$11M	Sell	276,308 -58,763	-18%	-$2.36M	1.59%	14
2024 Q2	$13.3M	Sell	335,071 -6,114	-2%	-$234K	2.12%	10
2024 Q1	$12.9M	Buy	341,185 +3,183	+0.9%	+$109K	2.16%	8
2023 Q4	$11.4M	Buy	338,002 +13,221	+4%	+$385K	2.27%	8
2023 Q3	$8.89M	Buy	324,781 +11,182	+4%	+$331K	2.09%	10
2023 Q2	$9M	Hold	313,599	–	–	2.08%	8
2023 Q1	$9M	Buy	+313,599	New	+$10.4M	2.09%	8

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

NWF Advisory Services's BAC Position: Q1 2026 in Review

NWF Advisory Services reduced its Bank of America (BAC) stake by 4.6% in Q1 2026, selling an estimated $491K and leaving 196,788 shares worth $9.59M. The position accounts for 1.08% of the portfolio, ranked #22.

NWF Advisory Services first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.3M in Q2 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

NWF Advisory Services held 196,788 shares of Bank of America worth $9.59M as of Q1 2026.
NWF Advisory Services sold 9,509 Bank of America shares in Q1 2026, an estimated $491K.
Bank of America made up 1.08% of NWF Advisory Services's portfolio in Q1 2026, its #22 holding.
NWF Advisory Services first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Bank of America position peaked at $13.3M in Q2 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.