PWM
BAC icon

Pines Wealth Management’s Bank of America BAC Stock Holding History

Pines 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 		$296K Sell
6,072
-1,483
-20% -$76.5K 0.1% 177
2025
Q4 		$416K Sell
7,555
-271
-3% -$14.3K 0.13% 147
2025
Q3 		$404K Buy
7,826
+3,177
+68% +$155K 0.14% 151
2025
Q2 		$227K Buy
+4,649
New +$196K 0.08% 208
2025
Q1 		– Sell
-5,579
Closed -$252K – 200
2024
Q4 		$252K Buy
+5,579
New +$245K 0.11% 175

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

Pines Wealth Management's BAC Position: Q1 2026 in Review

Pines Wealth Management reduced its Bank of America (BAC) stake by 20% in Q1 2026, selling an estimated $76.5K and leaving 6,072 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #177.

Pines Wealth Management first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $416K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Pines Wealth Management held 6,072 shares of Bank of America worth $296K as of Q1 2026.
  • Pines Wealth Management sold 1,483 Bank of America shares in Q1 2026, an estimated $76.5K.
  • Bank of America made up 0.1% of Pines Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Pines Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • Pines Wealth Management's Bank of America position peaked at $416K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.