Oak Harbor Wealth Partners’s Bank of America BAC Stock Holding History

Oak Harbor Wealth Partners’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	$505K	Sell	10,355 -1,336	-11%	-$68.9K	0.12%	140
2025 Q4	$643K	Hold	11,691	–	–	0.15%	119
2025 Q3	$603K	Hold	11,691	–	–	0.15%	119
2025 Q2	$553K	Hold	11,691	–	–	0.15%	116
2025 Q1	$488K	Sell	11,691 -1,000	-8%	-$44.6K	0.14%	119
2024 Q4	$558K	Sell	12,691 -250	-2%	-$11K	0.16%	113
2024 Q3	$513K	Buy	12,941 +800	+7%	+$32.1K	0.15%	117
2024 Q2	$483K	Hold	12,141	–	–	0.15%	109
2024 Q1	$460K	Hold	12,141	–	–	0.14%	119
2023 Q4	$409K	Buy	12,141 +1,470	+14%	+$42.8K	0.14%	122
2023 Q3	$292K	Hold	10,671	–	–	0.1%	132
2023 Q2	$306K	Hold	10,671	–	–	0.1%	133
2023 Q1	$305K	Buy	10,671 +425	+4%	+$14K	0.11%	129
2022 Q4	$339K	Sell	10,246 -320	-3%	-$11K	0.13%	118
2022 Q3	$319K	Buy	10,566 +461	+5%	+$15.4K	0.12%	120
2022 Q2	$315K	Sell	10,105 -6,000	-37%	-$216K	0.13%	117
2022 Q1	$664K	Buy	16,105 +145	+0.9%	+$6.54K	0.22%	89
2021 Q4	$710K	Buy	+15,960	New	+$727K	0.24%	80

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

Oak Harbor Wealth Partners's BAC Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Bank of America (BAC) stake by 11% in Q1 2026, selling an estimated $68.9K and leaving 10,355 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #140.

Oak Harbor Wealth Partners first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $710K in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Oak Harbor Wealth Partners held 10,355 shares of Bank of America worth $505K as of Q1 2026.
Oak Harbor Wealth Partners sold 1,336 Bank of America shares in Q1 2026, an estimated $68.9K.
Bank of America made up 0.12% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #140 holding.
Oak Harbor Wealth Partners first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Bank of America position peaked at $710K in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.