Pinnacle Wealth Management Advisory Group’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 | $3.49M | Sell |
71,553
-1,749
| -2% | -$90.3K | 0.24% | 89 |
|
|
2025
Q4 | $4.03M | Buy |
73,302
+3,835
| +6% | +$203K | 0.28% | 78 |
|
|
2025
Q3 | $3.58M | Sell |
69,467
-319
| -0.5% | -$15.6K | 0.27% | 79 |
|
|
2025
Q2 | $3.3M | Sell |
69,786
-1,431
| -2% | -$60.2K | 0.27% | 76 |
|
|
2025
Q1 | $2.97M | Buy |
71,217
+3,462
| +5% | +$154K | 0.28% | 79 |
|
|
2024
Q4 | $2.98M | Sell |
67,755
-2,578
| -4% | -$113K | 0.28% | 75 |
|
|
2024
Q3 | $2.79M | Sell |
70,333
-1,514
| -2% | -$60.7K | 0.27% | 77 |
|
|
2024
Q2 | $2.86M | Buy |
71,847
+804
| +1% | +$30.8K | 0.29% | 77 |
|
|
2024
Q1 | $2.69M | Buy |
71,043
+3,817
| +6% | +$131K | 0.29% | 79 |
|
|
2023
Q4 | $2.26M | Sell |
67,226
-2,598
| -4% | -$75.6K | 0.27% | 80 |
|
|
2023
Q3 | $1.91M | Sell |
69,824
-596
| -0.8% | -$17.6K | 0.25% | 84 |
|
|
2023
Q2 | $2.02M | Buy |
70,420
+11,767
| +20% | +$336K | 0.25% | 83 |
|
|
2023
Q1 | $1.68M | Sell |
58,653
-3,547
| -6% | -$117K | 0.23% | 86 |
|
|
2022
Q4 | $2.06M | Sell |
62,200
-7,609
| -11% | -$262K | 0.31% | 72 |
|
|
2022
Q3 | $2.11M | Buy |
69,809
+174
| +0.2% | +$5.82K | 0.35% | 67 |
|
|
2022
Q2 | $2.17M | Sell |
69,635
-1,135
| -2% | -$40.9K | 0.35% | 71 |
|
|
2022
Q1 | $2.92M | Buy |
70,770
+14,144
| +25% | +$638K | 0.42% | 63 |
|
|
2021
Q4 | $2.52M | Buy |
56,626
+6,151
| +12% | +$280K | 0.41% | 60 |
|
|
2021
Q3 | $2.14M | Buy |
50,475
+1,510
| +3% | +$60.8K | 0.5% | 53 |
|
|
2021
Q2 | $2.02M | Buy |
48,965
+2,272
| +5% | +$93.1K | 0.47% | 55 |
|
|
2021
Q1 | $1.81M | Buy |
46,693
+2,790
| +6% | +$96.3K | 0.51% | 49 |
|
|
2020
Q4 | $1.33M | Sell |
43,903
-365
| -0.8% | -$9.78K | 0.41% | 66 |
|
|
2020
Q3 | $1.07M | Buy |
44,268
+4,470
| +11% | +$111K | 0.37% | 74 |
|
|
2020
Q2 | $945K | Buy |
39,798
+7,700
| +24% | +$182K | 0.35% | 75 |
|
|
2020
Q1 | $681K | Buy |
32,098
+23,225
| +262% | +$696K | 0.33% | 74 |
|
|
2019
Q4 | $313K | Hold |
8,873
| – | – | 0.12% | 145 |
|
|
2019
Q3 | $259K | Hold |
8,873
| – | – | 0.11% | 149 |
|
|
2019
Q2 | $257K | Sell |
8,873
-340
| -4% | -$9.8K | 0.11% | 156 |
|
|
2019
Q1 | $254K | Sell |
9,213
-360
| -4% | -$10.2K | 0.11% | 155 |
|
|
2018
Q4 | $236K | Buy |
9,573
+350
| +4% | +$9.5K | 0.13% | 144 |
|
|
2018
Q3 | $272K | Buy |
+9,223
| New | +$281K | 0.13% | 128 |
|
|
2018
Q2 | – | Sell |
-8,089
| Closed | -$243K | – | 144 |
|
|
2018
Q1 | $243K | Buy |
8,089
+1,000
| +14% | +$31.4K | 0.14% | 124 |
|
|
2017
Q4 | $209K | Buy |
+7,089
| New | +$195K | 0.12% | 140 |
|
Other funds holding BAC
VCM
VPM
Pinnacle Wealth Management Advisory Group's BAC Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its Bank of America (BAC) stake by 2.4% in Q1 2026, selling an estimated $90.3K and leaving 71,553 shares worth $3.49M. The position accounts for 0.24% of the portfolio, ranked #89.
Pinnacle Wealth Management Advisory Group first reported a position in BAC in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.03M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 71,553 shares of Bank of America worth $3.49M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group sold 1,749 Bank of America shares in Q1 2026, an estimated $90.3K.
- Bank of America made up 0.24% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #89 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Bank of America in Q4 2017 and has held it in 33 quarters since.
- Pinnacle Wealth Management Advisory Group's Bank of America position peaked at $4.03M in Q4 2025.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.