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

RKL 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	$397K	Sell	8,152 -189	-2%	-$9.75K	0.04%	139
2025 Q4	$459K	Buy	8,341 +1,389	+20%	+$73.4K	0.04%	136
2025 Q3	$359K	Sell	6,952 -19	-0.3%	-$927	0.03%	146
2025 Q2	$330K	Sell	6,971 -218	-3%	-$9.17K	0.03%	147
2025 Q1	$300K	Buy	7,189 +1,087	+18%	+$48.4K	0.03%	151
2024 Q4	$268K	Sell	6,102 -17	-0.3%	-$748	0.02%	153
2024 Q3	$243K	Sell	6,119 -61	-1%	-$2.44K	0.02%	145
2024 Q2	$246K	Sell	6,180 -67	-1%	-$2.57K	0.02%	134
2024 Q1	$237K	Buy	+6,247	New	+$214K	0.02%	140
2022 Q4	–	Sell	-8,286	Closed	-$250K	–	131
2022 Q3	$250K	Buy	+8,286	New	+$277K	0.04%	117
2017 Q4	–	Sell	-10,869	Closed	-$281K	–	138
2017 Q3	$281K	Buy	+10,869	New	+$264K	0.08%	131

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

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

RKL Wealth Management reduced its Bank of America (BAC) stake by 2.3% in Q1 2026, selling an estimated $9.75K and leaving 8,152 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #139.

RKL Wealth Management first reported a position in BAC in Q3 2017 and has held it in 11 quarters since. The position peaked at $459K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

RKL Wealth Management held 8,152 shares of Bank of America worth $397K as of Q1 2026.
RKL Wealth Management sold 189 Bank of America shares in Q1 2026, an estimated $9.75K.
Bank of America made up 0.04% of RKL Wealth Management's portfolio in Q1 2026, its #139 holding.
RKL Wealth Management first reported a position in Bank of America in Q3 2017 and has held it in 11 quarters since.
RKL Wealth Management's Bank of America position peaked at $459K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.