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Prestige Wealth Management Group’s Bank of America BAC Stock Holding History

Prestige Wealth Management 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 		$2.37M Sell
48,701
-540
-1% -$27.9K 0.47% 37
2025
Q4 		$2.71M Buy
49,241
+2,447
+5% +$129K 0.52% 38
2025
Q3 		$2.41M Buy
46,794
+880
+2% +$42.9K 0.47% 42
2025
Q2 		$2.17M Sell
45,914
-1,337
-3% -$56.2K 0.44% 41
2025
Q1 		$1.97M Sell
47,251
-279
-0.6% -$12.4K 0.42% 40
2024
Q4 		$2.09M Buy
47,530
+521
+1% +$22.9K 0.43% 41
2024
Q3 		$1.87M Sell
47,009
-17,583
-27% -$705K 0.39% 43
2024
Q2 		$2.57M Buy
64,592
+29,388
+83% +$1.13M 0.55% 38
2024
Q1 		$1.33M Sell
35,204
-15,584
-31% -$535K 0.29% 50
2023
Q4 		$1.71M Buy
50,788
+9,688
+24% +$282K 0.39% 43
2023
Q3 		$1.13M Buy
41,100
+19,392
+89% +$574K 0.28% 50
2023
Q2 		$623K Buy
21,708
+450
+2% +$12.8K 0.15% 69
2023
Q1 		$608K Sell
21,258
-135
-0.6% -$4.46K 0.15% 73
2022
Q4 		$709K Buy
21,393
+2,028
+10% +$69.9K 0.18% 65
2022
Q3 		$584K Sell
19,365
-376
-2% -$12.6K 0.16% 61
2022
Q2 		$615K Sell
19,741
-3,754
-16% -$135K 0.17% 62
2022
Q1 		$969K Buy
23,495
+1,591
+7% +$71.8K 0.24% 53
2021
Q4 		$975K Sell
21,904
-1,083
-5% -$49.3K 0.23% 49
2021
Q3 		$976K Sell
22,987
-12,122
-35% -$488K 0.25% 48
2021
Q2 		$1.45M Sell
35,109
-626
-2% -$25.7K 0.38% 35
2021
Q1 		$1.38M Buy
35,735
+8,134
+29% +$281K 0.38% 37
2020
Q4 		$837K Buy
27,601
+6,575
+31% +$176K 0.23% 51
2020
Q3 		$507K Sell
21,026
-2,889
-12% -$71.9K 0.15% 68
2020
Q2 		$568K Buy
23,915
+10,373
+77% +$245K 0.2% 52
2020
Q1 		$287K Sell
13,542
-25,499
-65% -$764K 0.12% 69
2019
Q4 		$1.38M Sell
39,041
-2
-0% -$65 0.75% 21
2019
Q3 		$1.14M Sell
39,043
-419
-1% -$12K 0.67% 25
2019
Q2 		$1.15M Sell
39,462
-6,995
-15% -$202K 0.69% 22
2019
Q1 		$1.28M Buy
46,457
+5,698
+14% +$161K 0.79% 23
2018
Q4 		$1M Buy
+40,759
New +$1.11M 0.74% 26

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

Prestige Wealth Management Group's BAC Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Bank of America (BAC) stake by 1.1% in Q1 2026, selling an estimated $27.9K and leaving 48,701 shares worth $2.37M. The position accounts for 0.47% of the portfolio, ranked #37.

Prestige Wealth Management Group first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.71M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Prestige Wealth Management Group held 48,701 shares of Bank of America worth $2.37M as of Q1 2026.
  • Prestige Wealth Management Group sold 540 Bank of America shares in Q1 2026, an estimated $27.9K.
  • Bank of America made up 0.47% of Prestige Wealth Management Group's portfolio in Q1 2026, its #37 holding.
  • Prestige Wealth Management Group first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Bank of America position peaked at $2.71M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.