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Quaker Wealth Management’s Bank of America BAC Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-357
Closed -$14.9K – 948
2025
Q1 		$14.9K Buy
+357
New +$15.9K 0.01% 266

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

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

Quaker Wealth Management reduced its Bank of America (BAC) stake by 18% in Q1 2026, selling an estimated $5.83K and leaving 526 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #233.

Quaker Wealth Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $35.1K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Quaker Wealth Management held 526 shares of Bank of America worth $25.6K as of Q1 2026.
  • Quaker Wealth Management sold 113 Bank of America shares in Q1 2026, an estimated $5.83K.
  • Bank of America made up 0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #233 holding.
  • Quaker Wealth Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Bank of America position peaked at $35.1K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.