RIA Advisory Group’s Bank of America BAC Stock Holding History

RIA Advisory 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	–	Sell	-3,932	Closed	-$216K	–	149
2025 Q4	$216K	Sell	3,932 -145	-4%	-$7.67K	0.05%	133
2025 Q3	$210K	Buy	+4,077	New	+$199K	0.05%	143

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

RIA Advisory Group's BAC Position: Q1 2026 in Review

RIA Advisory Group sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,932 shares — an estimated $216K sold.

RIA Advisory Group first reported a position in BAC in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

RIA Advisory Group reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
RIA Advisory Group sold 3,932 Bank of America shares in Q1 2026, an estimated $216K.
RIA Advisory Group first reported a position in Bank of America in Q3 2025 and held it in 2 quarters.
RIA Advisory Group's Bank of America position peaked at $216K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.