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

Private 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	$301K	Buy	6,179 +195	+3%	+$10.1K	0.08%	70
2025 Q4	$329K	Sell	5,984 -500	-8%	-$26.4K	0.09%	70
2025 Q3	$335K	Hold	6,484	–	–	0.09%	67
2025 Q2	$307K	Sell	6,484 -17	-0.3%	-$715	0.1%	67
2025 Q1	$271K	Buy	6,501 +801	+14%	+$35.7K	0.1%	67
2024 Q4	$251K	Sell	5,700 -2	-0%	-$88	0.1%	72
2024 Q3	$226K	Sell	5,702 -2	-0%	-$80	0.09%	70
2024 Q2	$227K	Sell	5,704 -175	-3%	-$6.71K	0.1%	70
2024 Q1	$223K	Sell	5,879 -400	-6%	-$13.7K	0.1%	64
2023 Q4	$211K	Buy	+6,279	New	+$183K	0.1%	61

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

Private Wealth Management Group increased its Bank of America (BAC) stake by 3.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 6,179 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #70.

Private Wealth Management Group first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $335K in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Private Wealth Management Group held 6,179 shares of Bank of America worth $301K as of Q1 2026.
Private Wealth Management Group bought 195 Bank of America shares in Q1 2026, an estimated $10.1K.
Bank of America made up 0.08% of Private Wealth Management Group's portfolio in Q1 2026, its #70 holding.
Private Wealth Management Group first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Bank of America position peaked at $335K in Q3 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.