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Powers Advisory Group’s Bank of America BAC Stock Holding History

Powers Advisory Group’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 		$491K Sell
10,070
-253
-2% -$13.1K 0.17% 75
2025
Q4 		$568K Sell
10,323
-90
-0.9% -$4.76K 0.21% 68
2025
Q3 		$537K Buy
10,413
+615
+6% +$30K 0.21% 68
2025
Q2 		$464K Buy
9,798
+668
+7% +$28.1K 0.2% 71
2025
Q1 		$381K Sell
9,130
-90
-1% -$4.01K 0.18% 76
2024
Q4 		$405K Buy
9,220
+211
+2% +$9.28K 0.2% 69
2024
Q3 		$357K Buy
9,009
+42
+0.5% +$1.68K 0.18% 73
2024
Q2 		$357K Buy
8,967
+79
+0.9% +$3.03K 0.19% 71
2024
Q1 		$337K Buy
8,888
+2,069
+30% +$71K 0.19% 75
2023
Q4 		$230K Buy
+6,819
New +$199K 0.14% 88

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

Powers Advisory Group's BAC Position: Q1 2026 in Review

Powers Advisory Group reduced its Bank of America (BAC) stake by 2.5% in Q1 2026, selling an estimated $13.1K and leaving 10,070 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #75.

Powers Advisory Group first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $568K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Powers Advisory Group held 10,070 shares of Bank of America worth $491K as of Q1 2026.
  • Powers Advisory Group sold 253 Bank of America shares in Q1 2026, an estimated $13.1K.
  • Bank of America made up 0.17% of Powers Advisory Group's portfolio in Q1 2026, its #75 holding.
  • Powers Advisory Group first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Powers Advisory Group's Bank of America position peaked at $568K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.