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

Rialto 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
2026
Q1 		$45.8K Buy
940
+195
+26% +$10.1K 0.01% 291
2025
Q4 		$41K Sell
745
-1,132
-60% -$59.8K 0.01% 297
2025
Q3 		$96.8K Buy
1,877
+27
+1% +$1.32K 0.03% 210
2025
Q2 		$87.5K Buy
1,850
+62
+3% +$2.61K 0.02% 218
2025
Q1 		$74.6K Buy
1,788
+66
+4% +$2.94K 0.02% 222
2024
Q4 		$75.7K Buy
+1,722
New +$75.8K 0.03% 221

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

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

Rialto Wealth Management increased its Bank of America (BAC) stake by 26% in Q1 2026, buying an estimated $10.1K and bringing the position to 940 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #291.

Rialto Wealth Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $96.8K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Rialto Wealth Management held 940 shares of Bank of America worth $45.8K as of Q1 2026.
  • Rialto Wealth Management bought 195 Bank of America shares in Q1 2026, an estimated $10.1K.
  • Bank of America made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #291 holding.
  • Rialto Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Bank of America position peaked at $96.8K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.