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

Ritholtz 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
2021
Q3 		– Sell
-2,500
Closed -$21K – 524
2021
Q2 		$21K Hold
2,500
– – ﹤0.01% 524
2021
Q1 		$27K Buy
+2,500
New +$86.3K ﹤0.01% 460

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

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

Ritholtz Wealth Management reduced its Bank of America (BAC) stake by 3.5% in Q1 2026, selling an estimated $414K and leaving 222,989 shares worth $10.9M. The position accounts for 0.19% of the portfolio, ranked #62.

Ritholtz Wealth Management first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $12.7M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Ritholtz Wealth Management held 222,989 shares of Bank of America worth $10.9M as of Q1 2026.
  • Ritholtz Wealth Management sold 8,029 Bank of America shares in Q1 2026, an estimated $414K.
  • Bank of America made up 0.19% of Ritholtz Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Ritholtz Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
  • Ritholtz Wealth Management's Bank of America position peaked at $12.7M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.