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

Private 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	$6.9M	Buy	141,588 +4,525	+3%	+$234K	0.45%	66
2025 Q4	$7.54M	Buy	137,063 +6,326	+5%	+$334K	0.59%	57
2025 Q3	$6.74M	Sell	130,737 -15,804	-11%	-$771K	0.55%	55
2025 Q2	$6.93M	Buy	+146,541	New	+$6.17M	0.63%	51
2024 Q3	–	Sell	-232,396	Closed	-$9.24M	–	199
2024 Q2	$9.24M	Sell	232,396 -7,988	-3%	-$306K	1.2%	19
2024 Q1	$9.12M	Sell	240,384 -64,605	-21%	-$2.22M	1.3%	17
2023 Q4	$10.3M	Sell	304,989 -13,409	-4%	-$390K	1.78%	14
2023 Q3	$8.72M	Sell	318,398 -6,385	-2%	-$189K	1.72%	15
2023 Q2	$9.32M	Sell	324,783 -5,826	-2%	-$166K	1.85%	13
2023 Q1	$9.46M	Buy	330,609 +128,218	+63%	+$4.23M	2.01%	12
2022 Q4	$6.7M	Sell	202,391 -3,950	-2%	-$136K	1.47%	20
2022 Q3	$6.23M	Buy	+206,341	New	+$6.9M	1.42%	19
2018 Q3	–	Sell	-23,299	Closed	-$657K	–	115
2018 Q2	$657K	Buy	23,299 +2,066	+10%	+$61.6K	0.33%	85
2018 Q1	$637K	Sell	21,233 -2,723	-11%	-$85.5K	0.39%	62
2017 Q4	$707K	Sell	23,956 -8,931	-27%	-$246K	0.38%	67
2017 Q3	$834K	Sell	32,887 -427	-1%	-$10.4K	0.49%	50
2017 Q2	$808K	Buy	33,314 +8,391	+34%	+$196K	0.48%	49
2017 Q1	$588K	Sell	24,923 -100	-0.4%	-$2.37K	0.39%	73
2016 Q4	$553K	Buy	+25,023	New	+$482K	0.38%	60

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Private Advisory Group increased its Bank of America (BAC) stake by 3.3% in Q1 2026, buying an estimated $234K and bringing the position to 141,588 shares worth $6.9M. The position accounts for 0.45% of the portfolio, ranked #66.

Private Advisory Group first reported a position in BAC in Q4 2016 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2023. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Private Advisory Group held 141,588 shares of Bank of America worth $6.9M as of Q1 2026.
Private Advisory Group bought 4,525 Bank of America shares in Q1 2026, an estimated $234K.
Bank of America made up 0.45% of Private Advisory Group's portfolio in Q1 2026, its #66 holding.
Private Advisory Group first reported a position in Bank of America in Q4 2016 and has held it in 19 quarters since.
Private Advisory Group's Bank of America position peaked at $10.3M in Q4 2023.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.