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Prasad Wealth Partners’s Bank of America BAC Stock Holding History

Prasad Wealth Partners’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 		$229K Buy
4,703
+35
+0.7% +$1.81K 0.06% 131
2025
Q4 		$257K Buy
4,668
+19
+0.4% +$1K 0.07% 119
2025
Q3 		$240K Buy
4,649
+24
+0.5% +$1.17K 0.07% 121
2025
Q2 		$219K Buy
+4,625
New +$195K 0.06% 116
2025
Q1 		– Sell
-4,561
Closed -$200K – 116
2024
Q4 		$200K Buy
+4,561
New +$201K 0.06% 110

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

Prasad Wealth Partners's BAC Position: Q1 2026 in Review

Prasad Wealth Partners increased its Bank of America (BAC) stake by 0.75% in Q1 2026, buying an estimated $1.81K and bringing the position to 4,703 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #131.

Prasad Wealth Partners first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $257K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Prasad Wealth Partners held 4,703 shares of Bank of America worth $229K as of Q1 2026.
  • Prasad Wealth Partners bought 35 Bank of America shares in Q1 2026, an estimated $1.81K.
  • Bank of America made up 0.06% of Prasad Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • Prasad Wealth Partners first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • Prasad Wealth Partners's Bank of America position peaked at $257K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.