Pin Oak Investment Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Hold |
24,729
| – | – | 0.85% | 30 |
|
|
2025
Q4 | $1.4M | Buy |
24,729
+433
| +2% | +$22.9K | 0.98% | 29 |
|
|
2025
Q3 | $1.25M | Sell |
24,296
-575
| -2% | -$28.1K | 0.89% | 29 |
|
|
2025
Q2 | $1.04M | Sell |
24,871
-1,525
| -6% | -$64.2K | 0.88% | 25 |
|
|
2025
Q1 | $1.07M | Buy |
26,396
+761
| +3% | +$33.9K | 0.81% | 27 |
|
|
2024
Q4 | $1.02M | Buy |
25,635
+44
| +0.2% | +$1.94K | 0.92% | 24 |
|
|
2024
Q3 | $1.01M | Sell |
25,591
-831
| -3% | -$33.3K | 0.92% | 24 |
|
|
2024
Q2 | $1.05M | Buy |
26,422
+7,976
| +43% | +$306K | 1% | 22 |
|
|
2024
Q1 | $699K | Sell |
18,446
-400
| -2% | -$13.7K | 0.67% | 33 |
|
|
2023
Q4 | $635K | Buy |
18,846
+170
| +0.9% | +$4.95K | 0.64% | 34 |
|
|
2023
Q3 | $511K | Hold |
18,676
| – | – | 0.58% | 32 |
|
|
2023
Q2 | $536K | Sell |
18,676
-416
| -2% | -$11.9K | 0.59% | 31 |
|
|
2023
Q1 | $546K | Sell |
19,092
-125
| -0.7% | -$4.13K | 0.68% | 29 |
|
|
2022
Q4 | $636K | Buy |
19,217
+17,281
| +893% | +$595K | 0.78% | 30 |
|
|
2022
Q3 | $585K | Sell |
1,936
-17,430
| -90% | -$583K | 0.73% | 30 |
|
|
2022
Q2 | $603K | Sell |
19,366
-1
| -0% | -$36 | 0.74% | 32 |
|
|
2022
Q1 | $798K | Sell |
19,367
-500
| -3% | -$22.6K | 0.85% | 30 |
|
|
2021
Q4 | $884K | Sell |
19,867
-240
| -1% | -$10.9K | 0.89% | 27 |
|
|
2021
Q3 | $854K | Sell |
20,107
-40
| -0.2% | -$1.61K | 0.94% | 27 |
|
|
2021
Q2 | $831K | Hold |
20,147
| – | – | 0.85% | 30 |
|
|
2021
Q1 | $780K | Sell |
20,147
-120
| -0.6% | -$4.14K | 0.66% | 41 |
|
|
2020
Q4 | $614K | Sell |
20,267
-1,080
| -5% | -$28.9K | 0.51% | 48 |
|
|
2020
Q3 | $514K | Sell |
21,347
-416
| -2% | -$10.4K | 0.5% | 49 |
|
|
2020
Q2 | $517K | Buy |
21,763
+267
| +1% | +$6.31K | 0.48% | 51 |
|
|
2020
Q1 | $456K | Buy |
21,496
+8,713
| +68% | +$261K | 0.48% | 54 |
|
|
2019
Q4 | $450K | Sell |
12,783
-1,350
| -10% | -$43.6K | 0.36% | 58 |
|
|
2019
Q3 | $412K | Sell |
14,133
-95
| -0.7% | -$2.73K | 0.34% | 66 |
|
|
2019
Q2 | $413K | Sell |
14,228
-737
| -5% | -$21.3K | 0.32% | 68 |
|
|
2019
Q1 | $413K | Sell |
14,965
-20
| -0.1% | -$565 | 0.33% | 69 |
|
|
2018
Q4 | $369K | Buy |
14,985
+792
| +6% | +$21.5K | 0.33% | 67 |
|
|
2018
Q3 | $418K | Hold |
14,193
| – | – | 0.31% | 68 |
|
|
2018
Q2 | $400K | Sell |
14,193
-1,000
| -7% | -$29.8K | 0.29% | 69 |
|
|
2018
Q1 | $456K | Sell |
15,193
-842
| -5% | -$26.4K | 0.37% | 58 |
|
|
2017
Q4 | $473K | Buy |
+16,035
| New | +$442K | 0.36% | 64 |
|
Other funds holding BAC
VCM
VPM
Pin Oak Investment Advisors's BAC Position: Q1 2026 in Review
Pin Oak Investment Advisors held its Bank of America (BAC) position steady in Q1 2026 at 24,729 shares worth $1.21M. The position accounts for 0.85% of the portfolio, ranked #30.
Pin Oak Investment Advisors first reported a position in BAC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.4M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Pin Oak Investment Advisors held 24,729 shares of Bank of America worth $1.21M as of Q1 2026.
- Pin Oak Investment Advisors left its Bank of America share count unchanged in Q1 2026.
- Bank of America made up 0.85% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #30 holding.
- Pin Oak Investment Advisors first reported a position in Bank of America in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Bank of America position peaked at $1.4M in Q4 2025.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.