Pure Financial Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.88M Buy
38,500
+497
+1% +$25.6K 0.03% 168
2025
Q4
$2.09M Sell
38,003
-6,402
-14% -$338K 0.03% 159
2025
Q3
$2.29M Buy
44,405
+2,687
+6% +$131K 0.04% 150
2025
Q2
$1.97M Buy
41,718
+7,431
+22% +$313K 0.03% 153
2025
Q1
$1.43M Buy
34,287
+2,858
+9% +$127K 0.03% 148
2024
Q4
$1.38M Buy
31,429
+3,005
+11% +$132K 0.03% 146
2024
Q3
$1.13M Buy
28,424
+120
+0.4% +$4.81K 0.03% 148
2024
Q2
$1.13M Sell
28,304
-530
-2% -$20.3K 0.03% 142
2024
Q1
$1.09M Sell
28,834
-561
-2% -$19.3K 0.03% 146
2023
Q4
$990K Buy
29,395
+15,154
+106% +$441K 0.03% 145
2023
Q3
$390K Buy
14,241
+1,867
+15% +$55.2K 0.02% 191
2023
Q2
$355K Sell
12,374
-13,912
-53% -$397K 0.02% 190
2023
Q1
$752K Buy
26,286
+12,328
+88% +$407K 0.03% 137
2022
Q4
$462K Buy
13,958
+445
+3% +$15.3K 0.02% 163
2022
Q3
$408K Buy
13,513
+863
+7% +$28.9K 0.02% 162
2022
Q2
$394K Buy
12,650
+735
+6% +$26.5K 0.02% 176
2022
Q1
$491K Buy
11,915
+309
+3% +$13.9K 0.02% 148
2021
Q4
$516K Buy
11,606
+98
+0.9% +$4.46K 0.03% 133
2021
Q3
$489K Buy
11,508
+388
+3% +$15.6K 0.04% 127
2021
Q2
$458K Sell
11,120
-194
-2% -$7.95K 0.04% 131
2021
Q1
$438K Sell
11,314
-1,351
-11% -$46.6K 0.04% 124
2020
Q4
$384K Buy
12,665
+694
+6% +$18.6K 0.05% 128
2020
Q3
$288K Buy
11,971
+109
+0.9% +$2.71K 0.04% 127
2020
Q2
$282K Sell
11,862
-761
-6% -$18K 0.04% 115
2020
Q1
$268K Sell
12,623
-1,851
-13% -$55.5K 0.05% 112
2019
Q4
$510K Buy
14,474
+3,154
+28% +$102K 0.09% 95
2019
Q3
$330K Sell
11,320
-534
-5% -$15.4K 0.06% 104
2019
Q2
$344K Sell
11,854
-16
-0.1% -$461 0.06% 103
2019
Q1
$327K Sell
11,870
-875
-7% -$24.7K 0.06% 110
2018
Q4
$314K Buy
12,745
+608
+5% +$16.5K 0.06% 111
2018
Q3
$358K Buy
+12,137
New +$370K 0.08% 101
2017
Q4
Sell
-12,677
Closed -$321K 10
2017
Q3
$321K Buy
12,677
+1,245
+11% +$30.2K 0.08% 93
2017
Q2
$277K Sell
11,432
-140
-1% -$3.26K 0.07% 95
2017
Q1
$273K Buy
11,572
+485
+4% +$11.5K 0.08% 93
2016
Q4
$245K Sell
11,087
-124
-1% -$2.39K 0.07% 91
2016
Q3
$175K Buy
11,211
+517
+5% +$7.7K 0.06% 94
2016
Q2
$142K Sell
10,694
-8,261
-44% -$116K 0.05% 92
2016
Q1
$257K Buy
18,955
+8,241
+77% +$111K 0.09% 89
2015
Q4
$180K Hold
10,714
0.08% 68
2015
Q3
$167K Sell
10,714
-6,821
-39% -$115K 0.08% 63
2015
Q2
$298K Buy
17,535
+1,091
+7% +$18K 0.15% 56
2015
Q1
$253K Buy
16,444
+2,885
+21% +$46.3K 0.08% 51
2014
Q4
$243K Buy
13,559
+2,865
+27% +$49K 0.08% 54
2014
Q3
$182K Sell
10,694
-9,494
-47% -$151K 0.07% 54
2014
Q2
$310K Sell
20,188
-100
-0.5% -$1.55K 0.11% 48
2014
Q1
$344K Sell
20,288
-1,600
-7% -$26.9K 0.14% 40
2013
Q4
$341K Buy
21,888
+1,200
+6% +$17.8K 0.15% 42
2013
Q3
$285K Sell
20,688
-100
-0.5% -$1.43K 0.14% 42
2013
Q2
$267K Buy
+20,788
New +$265K 0.14% 42

Other funds holding BAC

Pure Financial Advisors's BAC Position: Q1 2026 in Review

Pure Financial Advisors increased its Bank of America (BAC) stake by 1.3% in Q1 2026, buying an estimated $25.6K and bringing the position to 38,500 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #168.

Pure Financial Advisors first reported a position in BAC in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.29M in Q3 2025. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Pure Financial Advisors held 38,500 shares of Bank of America worth $1.88M as of Q1 2026.
  • Pure Financial Advisors bought 497 Bank of America shares in Q1 2026, an estimated $25.6K.
  • Bank of America made up 0.03% of Pure Financial Advisors's portfolio in Q1 2026, its #168 holding.
  • Pure Financial Advisors first reported a position in Bank of America in Q2 2013 and has held it in 49 quarters since.
  • Pure Financial Advisors's Bank of America position peaked at $2.29M in Q3 2025.
  • 3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.