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Pacific Point Advisors’s Bank of America BAC Stock Holding History

Pacific Point 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 		$784K Buy
16,078
+55
+0.3% +$2.84K 0.41% 77
2025
Q4 		$881K Hold
16,023
– – 0.47% 74
2025
Q3 		$827K Hold
16,023
– – 0.48% 66
2025
Q2 		$758K Hold
16,023
– – 0.41% 62
2025
Q1 		$669K Hold
16,023
– – 0.37% 60
2024
Q4 		$748K Buy
+16,023
New +$705K 0.45% 57

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

Pacific Point Advisors's BAC Position: Q1 2026 in Review

Pacific Point Advisors increased its Bank of America (BAC) stake by 0.34% in Q1 2026, buying an estimated $2.84K and bringing the position to 16,078 shares worth $784K. The position accounts for 0.41% of the portfolio, ranked #77.

Pacific Point Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $881K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Pacific Point Advisors held 16,078 shares of Bank of America worth $784K as of Q1 2026.
  • Pacific Point Advisors bought 55 Bank of America shares in Q1 2026, an estimated $2.84K.
  • Bank of America made up 0.41% of Pacific Point Advisors's portfolio in Q1 2026, its #77 holding.
  • Pacific Point Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Pacific Point Advisors's Bank of America position peaked at $881K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.