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Oregon Pacific Wealth Management’s Bank of America BAC Stock Holding History

Oregon Pacific Wealth Management’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 		– Sell
-4,057
Closed -$223K – 108
2025
Q4 		$223K Sell
4,057
-141
-3% -$7.45K 0.23% 107
2025
Q3 		$217K Buy
+4,198
New +$205K 0.19% 127

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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

Oregon Pacific Wealth Management's BAC Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,057 shares — an estimated $223K sold.

Oregon Pacific Wealth Management first reported a position in BAC in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 4,057 Bank of America shares in Q1 2026, an estimated $223K.
  • Oregon Pacific Wealth Management first reported a position in Bank of America in Q3 2025 and held it in 2 quarters.
  • Oregon Pacific Wealth Management's Bank of America position peaked at $223K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.