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

Resurgent Financial Advisors’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 		$244K Sell
5,014
-7,295
-59% -$376K 0.09% 225
2025
Q4 		$677K Buy
12,309
+7,636
+163% +$404K 0.34% 83
2025
Q3 		$241K Sell
4,673
-877
-16% -$42.8K 0.12% 188
2025
Q2 		$263K Buy
5,550
+333
+6% +$14K 0.14% 159
2025
Q1 		$218K Sell
5,217
-216
-4% -$9.63K 0.13% 166
2024
Q4 		$239K Buy
5,433
+67
+1% +$2.95K 0.14% 156
2024
Q3 		$213K Buy
+5,366
New +$215K 0.12% 173
2024
Q1 		– Sell
-4,292
Closed -$145K – 221
2023
Q4 		$145K Sell
4,292
-105
-2% -$3.06K 0.09% 201
2023
Q3 		$120K Sell
4,397
-1,210
-22% -$35.8K 0.08% 208
2023
Q2 		$161K Sell
5,607
-36,583
-87% -$1.04M 0.11% 169
2023
Q1 		$1.21M Sell
42,190
-7,189
-15% -$237K 0.8% 29
2022
Q4 		$1.64M Buy
49,379
+1,072
+2% +$36.9K 0.86% 22
2022
Q3 		$1.46M Buy
48,307
+2,125
+5% +$71K 0.98% 22
2022
Q2 		$1.44M Buy
46,182
+6,561
+17% +$236K 0.92% 26
2022
Q1 		$1.63M Buy
39,621
+4,904
+14% +$221K 1.01% 21
2021
Q4 		$1.54M Buy
+34,717
New +$1.58M 1.23% 17

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

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

Resurgent Financial Advisors reduced its Bank of America (BAC) stake by 59% in Q1 2026, selling an estimated $376K and leaving 5,014 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #225.

Resurgent Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.64M in Q4 2022. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Resurgent Financial Advisors held 5,014 shares of Bank of America worth $244K as of Q1 2026.
  • Resurgent Financial Advisors sold 7,295 Bank of America shares in Q1 2026, an estimated $376K.
  • Bank of America made up 0.09% of Resurgent Financial Advisors's portfolio in Q1 2026, its #225 holding.
  • Resurgent Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 16 quarters since.
  • Resurgent Financial Advisors's Bank of America position peaked at $1.64M in Q4 2022.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.