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

Principle 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 		$5.91M Buy
121,244
+1,186
+1% +$61.2K 0.34% 60
2025
Q4 		$6.6M Buy
120,058
+686
+0.6% +$36.3K 0.37% 52
2025
Q3 		$6.16M Buy
119,372
+3,680
+3% +$180K 0.36% 54
2025
Q2 		$5.47M Buy
115,692
+357
+0.3% +$15K 0.34% 62
2025
Q1 		$4.81M Buy
115,335
+621
+0.5% +$27.7K 0.34% 70
2024
Q4 		$5.04M Sell
114,714
-340
-0.3% -$15K 0.35% 64
2024
Q3 		$4.57M Sell
115,054
-1,475
-1% -$59.1K 0.32% 73
2024
Q2 		$4.63M Sell
116,529
-135
-0.1% -$5.17K 0.35% 72
2024
Q1 		$4.42M Buy
116,664
+2,170
+2% +$74.5K 0.35% 75
2023
Q4 		$3.86M Sell
114,494
-205
-0.2% -$5.97K 0.33% 76
2023
Q3 		$3.14M Sell
114,699
-1,985
-2% -$58.7K 0.32% 76
2023
Q2 		$3.35M Sell
116,684
-2,342
-2% -$66.8K 0.34% 69
2023
Q1 		$3.4M Buy
119,026
+1,342
+1% +$44.3K 0.36% 66
2022
Q4 		$3.9M Sell
117,684
-76
-0.1% -$2.62K 0.44% 58
2022
Q3 		$3.56K Buy
117,760
+1,173
+1% +$39.2K 0.34% 55
2022
Q2 		$3.63M Sell
116,587
-833
-0.7% -$30K 0.44% 54
2022
Q1 		$4.84M Buy
117,420
+514
+0.4% +$23.2K 0.51% 45
2021
Q4 		$5.2M Buy
116,906
+255
+0.2% +$11.6K 0.55% 41
2021
Q3 		$4.95M Sell
116,651
-310
-0.3% -$12.5K 0.57% 34
2021
Q2 		$4.82M Sell
116,961
-878
-0.7% -$36K 0.55% 36
2021
Q1 		$4.56M Buy
117,839
+2,040
+2% +$70.4K 0.53% 39
2020
Q4 		$3.51M Buy
115,799
+6,866
+6% +$184K 0.46% 47
2020
Q3 		$2.62M Sell
108,933
-683
-0.6% -$17K 0.73% 25
2020
Q2 		$2.6M Buy
109,616
+1,318
+1% +$31.1K 0.76% 21
2020
Q1 		$2.3M Sell
108,298
-7,926
-7% -$238K 0.86% 21
2019
Q4 		$4.09M Sell
116,224
-2,260
-2% -$73K 1.31% 18
2019
Q3 		$3.46M Buy
118,484
+61,514
+108% +$1.77M 1.19% 19
2019
Q2 		$1.65M Buy
56,970
+5,418
+11% +$156K 0.85% 31
2019
Q1 		$1.42M Buy
51,552
+1,226
+2% +$34.6K 0.81% 33
2018
Q4 		$1.24M Buy
+50,326
New +$1.37M 1.04% 30

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

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

Principle Wealth Partners increased its Bank of America (BAC) stake by 0.99% in Q1 2026, buying an estimated $61.2K and bringing the position to 121,244 shares worth $5.91M. The position accounts for 0.34% of the portfolio, ranked #60.

Principle Wealth Partners first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.6M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Principle Wealth Partners held 121,244 shares of Bank of America worth $5.91M as of Q1 2026.
  • Principle Wealth Partners bought 1,186 Bank of America shares in Q1 2026, an estimated $61.2K.
  • Bank of America made up 0.34% of Principle Wealth Partners's portfolio in Q1 2026, its #60 holding.
  • Principle Wealth Partners first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Bank of America position peaked at $6.6M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.