Regal Investment 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 | $2.1M | Sell |
43,078
-938
| -2% | -$48.4K | 0.12% | 195 |
|
|
2025
Q4 | $2.42M | Buy |
44,016
+1,876
| +4% | +$99.2K | 0.14% | 164 |
|
|
2025
Q3 | $2.17M | Buy |
42,140
+1,537
| +4% | +$75K | 0.14% | 170 |
|
|
2025
Q2 | $1.92M | Sell |
40,603
-13,914
| -26% | -$585K | 0.14% | 156 |
|
|
2025
Q1 | $2.27M | Sell |
54,517
-24,250
| -31% | -$1.08M | 0.18% | 139 |
|
|
2024
Q4 | $3.46M | Buy |
78,767
+34,698
| +79% | +$1.53M | 0.26% | 109 |
|
|
2024
Q3 | $1.75M | Sell |
44,069
-3,399
| -7% | -$136K | 0.12% | 187 |
|
|
2024
Q2 | $1.89M | Buy |
47,468
+1,060
| +2% | +$40.6K | 0.12% | 182 |
|
|
2024
Q1 | $1.76M | Buy |
46,408
+130
| +0.3% | +$4.46K | 0.12% | 187 |
|
|
2023
Q4 | $1.56M | Sell |
46,278
-4,929
| -10% | -$144K | 0.12% | 182 |
|
|
2023
Q3 | $1.4M | Sell |
51,207
-505
| -1% | -$14.9K | 0.12% | 180 |
|
|
2023
Q2 | $1.48M | Sell |
51,712
-358
| -0.7% | -$10.2K | 0.12% | 171 |
|
|
2023
Q1 | $1.49M | Sell |
52,070
-1,000
| -2% | -$33K | 0.13% | 164 |
|
|
2022
Q4 | $1.76M | Sell |
53,070
-146
| -0.3% | -$5.03K | 0.17% | 134 |
|
|
2022
Q3 | $1.61M | Buy |
53,216
+59
| +0.1% | +$1.97K | 0.17% | 136 |
|
|
2022
Q2 | $1.66M | Sell |
53,157
-416
| -0.8% | -$15K | 0.17% | 130 |
|
|
2022
Q1 | $2.21M | Sell |
53,573
-1,864
| -3% | -$84.1K | 0.2% | 116 |
|
|
2021
Q4 | $2.47M | Buy |
55,437
+1,345
| +2% | +$61.3K | 0.22% | 111 |
|
|
2021
Q3 | $2.3M | Buy |
54,092
+271
| +0.5% | +$10.9K | 0.22% | 119 |
|
|
2021
Q2 | $2.22M | Buy |
+53,821
| New | +$2.21M | 0.22% | 115 |
|
|
2021
Q1 | – | Sell |
-55,011
| Closed | -$1.67M | – | 54 |
|
|
2020
Q4 | $1.67M | Buy |
+55,011
| New | +$1.47M | 0.19% | 128 |
|
|
2020
Q1 | – | Sell |
-47,441
| Closed | -$1.67M | – | 49 |
|
|
2019
Q4 | $1.67M | Buy |
47,441
+1,200
| +3% | +$38.8K | 0.3% | 109 |
|
|
2019
Q3 | $1.35M | Buy |
46,241
+448
| +1% | +$12.9K | 0.26% | 116 |
|
|
2019
Q2 | $1.33M | Buy |
45,793
+1,203
| +3% | +$34.7K | 0.26% | 118 |
|
|
2019
Q1 | $1.23M | Sell |
44,590
-1,884
| -4% | -$53.2K | 0.25% | 116 |
|
|
2018
Q4 | $1.15M | Buy |
46,474
+8,673
| +23% | +$235K | 0.25% | 114 |
|
|
2018
Q3 | $1.11M | Sell |
37,801
-12,450
| -25% | -$379K | 0.23% | 123 |
|
|
2018
Q2 | $1.42M | Sell |
50,251
-11,167
| -18% | -$333K | 0.43% | 82 |
|
|
2018
Q1 | $1.84M | Buy |
61,418
+594
| +1% | +$18.7K | 0.41% | 81 |
|
|
2017
Q4 | $1.8M | Sell |
60,824
-122
| -0.2% | -$3.36K | 0.4% | 89 |
|
|
2017
Q3 | $1.54M | Sell |
60,946
-1,038
| -2% | -$25.2K | 0.36% | 93 |
|
|
2017
Q2 | $1.5M | Sell |
61,984
-4,027
| -6% | -$93.9K | 0.37% | 89 |
|
|
2017
Q1 | $1.56M | Buy |
66,011
+9,791
| +17% | +$232K | 0.41% | 86 |
|
|
2016
Q4 | $1.24M | Buy |
56,220
+7,813
| +16% | +$150K | 0.34% | 94 |
|
|
2016
Q3 | $758K | Buy |
48,407
+4,653
| +11% | +$69.3K | 0.22% | 121 |
|
|
2016
Q2 | $581K | Buy |
43,754
+4,517
| +12% | +$63.5K | 0.16% | 149 |
|
|
2016
Q1 | $530K | Buy |
39,237
+11,470
| +41% | +$155K | 0.14% | 142 |
|
|
2015
Q4 | $467K | Buy |
27,767
+327
| +1% | +$5.53K | 0.12% | 158 |
|
|
2015
Q3 | $427K | Buy |
27,440
+3,310
| +14% | +$55.7K | 0.11% | 161 |
|
|
2015
Q2 | $410K | Sell |
24,130
-7,316
| -23% | -$121K | 0.11% | 169 |
|
|
2015
Q1 | $484K | Buy |
31,446
+3,388
| +12% | +$54.4K | 0.12% | 158 |
|
|
2014
Q4 | $502K | Buy |
28,058
+30
| +0.1% | +$513 | 0.13% | 143 |
|
|
2014
Q3 | $478K | Sell |
28,028
-333
| -1% | -$5.3K | 0.14% | 147 |
|
|
2014
Q2 | $436K | Sell |
28,361
-1,705
| -6% | -$26.5K | 0.16% | 141 |
|
|
2014
Q1 | $517K | Buy |
30,066
+20,262
| +207% | +$341K | 0.22% | 117 |
|
|
2013
Q4 | $153K | Sell |
9,804
-3,163
| -24% | -$46.9K | 0.09% | 171 |
|
|
2013
Q3 | $179K | Sell |
12,967
-11,578
| -47% | -$165K | 0.1% | 172 |
|
|
2013
Q2 | $316K | Buy |
+24,545
| New | +$313K | 0.17% | 125 |
|
Other funds holding BAC
VCM
VPM
Regal Investment Advisors's BAC Position: Q1 2026 in Review
Regal Investment Advisors reduced its Bank of America (BAC) stake by 2.1% in Q1 2026, selling an estimated $48.4K and leaving 43,078 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #195.
Regal Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.46M in Q4 2024. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Regal Investment Advisors held 43,078 shares of Bank of America worth $2.1M as of Q1 2026.
- Regal Investment Advisors sold 938 Bank of America shares in Q1 2026, an estimated $48.4K.
- Bank of America made up 0.12% of Regal Investment Advisors's portfolio in Q1 2026, its #195 holding.
- Regal Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 48 quarters since.
- Regal Investment Advisors's Bank of America position peaked at $3.46M in Q4 2024.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.