Pinnacle Wealth Planning Services’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 | $2.43M | Sell |
49,888
-1,518
| -3% | -$78.3K | 0.25% | 50 |
|
|
2025
Q4 | $2.83M | Buy |
51,406
+660
| +1% | +$34.9K | 0.3% | 45 |
|
|
2025
Q3 | $2.62M | Buy |
50,746
+17,394
| +52% | +$849K | 0.31% | 49 |
|
|
2025
Q2 | $1.58M | Sell |
33,352
-760
| -2% | -$32K | 0.21% | 57 |
|
|
2025
Q1 | $1.42M | Buy |
34,112
+334
| +1% | +$14.9K | 0.21% | 56 |
|
|
2024
Q4 | $1.48M | Sell |
33,778
-4,028
| -11% | -$177K | 0.22% | 54 |
|
|
2024
Q3 | $1.5M | Sell |
37,806
-1,042
| -3% | -$41.8K | 0.2% | 66 |
|
|
2024
Q2 | $1.54M | Sell |
38,848
-457
| -1% | -$17.5K | 0.22% | 62 |
|
|
2024
Q1 | $1.49M | Buy |
39,305
+842
| +2% | +$28.9K | 0.22% | 67 |
|
|
2023
Q4 | $1.3M | Buy |
38,463
+5,279
| +16% | +$154K | 0.2% | 75 |
|
|
2023
Q3 | $909K | Sell |
33,184
-810
| -2% | -$24K | 0.15% | 90 |
|
|
2023
Q2 | $975K | Sell |
33,994
-2,407
| -7% | -$68.7K | 0.16% | 92 |
|
|
2023
Q1 | $1.04M | Sell |
36,401
-12,466
| -26% | -$412K | 0.17% | 94 |
|
|
2022
Q4 | $1.62M | Sell |
48,867
-324
| -0.7% | -$11.2K | 0.29% | 57 |
|
|
2022
Q3 | $1.49M | Buy |
49,191
+638
| +1% | +$21.3K | 0.27% | 60 |
|
|
2022
Q2 | $1.51M | Buy |
48,553
+10,447
| +27% | +$376K | 0.27% | 60 |
|
|
2022
Q1 | $1.57M | Sell |
38,106
-1,148
| -3% | -$51.8K | 0.29% | 61 |
|
|
2021
Q4 | $1.75M | Buy |
39,254
+1,616
| +4% | +$73.6K | 0.34% | 58 |
|
|
2021
Q3 | $1.6M | Buy |
37,638
+1,361
| +4% | +$54.8K | 0.35% | 57 |
|
|
2021
Q2 | $1.5M | Sell |
36,277
-155
| -0.4% | -$6.35K | 0.35% | 58 |
|
|
2021
Q1 | $1.41M | Buy |
36,432
+2,494
| +7% | +$86.1K | 0.36% | 56 |
|
|
2020
Q4 | $1.03M | Buy |
33,938
+419
| +1% | +$11.2K | 0.25% | 61 |
|
|
2020
Q3 | $807K | Sell |
33,519
-992
| -3% | -$24.7K | 0.27% | 70 |
|
|
2020
Q2 | $820K | Sell |
34,511
-6,953
| -17% | -$164K | 0.27% | 68 |
|
|
2020
Q1 | $879K | Buy |
41,464
+8,107
| +24% | +$243K | 0.42% | 49 |
|
|
2019
Q4 | $1.17M | Buy |
33,357
+8,419
| +34% | +$272K | 0.55% | 34 |
|
|
2019
Q3 | $727K | Buy |
24,938
+1,901
| +8% | +$54.7K | 0.4% | 54 |
|
|
2019
Q2 | $668K | Buy |
23,037
+3,554
| +18% | +$102K | 0.4% | 48 |
|
|
2019
Q1 | $537K | Buy |
19,483
+40
| +0.2% | +$1.13K | 0.36% | 52 |
|
|
2018
Q4 | $479K | Sell |
19,443
-2,319
| -11% | -$62.9K | 0.31% | 66 |
|
|
2018
Q3 | $640K | Buy |
21,762
+922
| +4% | +$28.1K | 0.59% | 51 |
|
|
2018
Q2 | $587K | Buy |
20,840
+3,237
| +18% | +$96.6K | 0.57% | 52 |
|
|
2018
Q1 | $529K | Buy |
17,603
+9,491
| +117% | +$298K | 0.54% | 57 |
|
|
2017
Q4 | $240K | Buy |
+8,112
| New | +$224K | 0.49% | 45 |
|
Other funds holding BAC
VCM
VPM
Pinnacle Wealth Planning Services's BAC Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Bank of America (BAC) stake by 3% in Q1 2026, selling an estimated $78.3K and leaving 49,888 shares worth $2.43M. The position accounts for 0.25% of the portfolio, ranked #50.
Pinnacle Wealth Planning Services first reported a position in BAC in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.83M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Pinnacle Wealth Planning Services held 49,888 shares of Bank of America worth $2.43M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 1,518 Bank of America shares in Q1 2026, an estimated $78.3K.
- Bank of America made up 0.25% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #50 holding.
- Pinnacle Wealth Planning Services first reported a position in Bank of America in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Bank of America position peaked at $2.83M in Q4 2025.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.