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Pinnacle Family Advisors’s Bank of America BAC Stock Holding History

Pinnacle Family 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 		$371K Buy
7,605
+234
+3% +$12.1K 0.17% 92
2025
Q4 		$405K Buy
7,371
+147
+2% +$7.77K 0.18% 90
2025
Q3 		$373K Buy
7,224
+53
+0.7% +$2.59K 0.16% 90
2025
Q2 		$338K Buy
+7,171
New +$302K 0.16% 88
2021
Q1 		– Sell
-6,677
Closed -$202K – 122
2020
Q4 		$202K Buy
+6,677
New +$179K 0.12% 123

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

Pinnacle Family Advisors's BAC Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Bank of America (BAC) stake by 3.2% in Q1 2026, buying an estimated $12.1K and bringing the position to 7,605 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #92.

Pinnacle Family Advisors first reported a position in BAC in Q4 2020 and has held it in 5 quarters since. The position peaked at $405K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Pinnacle Family Advisors held 7,605 shares of Bank of America worth $371K as of Q1 2026.
  • Pinnacle Family Advisors bought 234 Bank of America shares in Q1 2026, an estimated $12.1K.
  • Bank of America made up 0.17% of Pinnacle Family Advisors's portfolio in Q1 2026, its #92 holding.
  • Pinnacle Family Advisors first reported a position in Bank of America in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Family Advisors's Bank of America position peaked at $405K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.