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

Rollins 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 		$22.2M Sell
454,637
-837
-0.2% -$43.2K 3.5% 7
2025
Q4 		$25.1M Sell
455,474
-37,839
-8% -$2M 3.68% 7
2025
Q3 		$25.4M Sell
493,313
-75,392
-13% -$3.68M 3.85% 7
2025
Q2 		$26.9M Buy
568,705
+10,477
+2% +$441K 4.29% 6
2025
Q1 		$23.3M Buy
558,228
+32,755
+6% +$1.46M 4.06% 7
2024
Q4 		$23.1M Buy
525,473
+12,507
+2% +$550K 3.61% 8
2024
Q3 		$20.4M Sell
512,966
-117
-0% -$4.69K 3.38% 8
2024
Q2 		$20.4M Buy
513,083
+16,295
+3% +$624K 3.5% 8
2024
Q1 		$18.8M Buy
496,788
+54,869
+12% +$1.88M 3.55% 8
2023
Q4 		$14.9M Buy
+441,919
New +$12.9M 3.11% 8

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

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

Rollins Financial Advisors reduced its Bank of America (BAC) stake by 0.18% in Q1 2026, selling an estimated $43.2K and leaving 454,637 shares worth $22.2M. The position accounts for 3.5% of the portfolio, ranked #7.

Rollins Financial Advisors first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.9M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Rollins Financial Advisors held 454,637 shares of Bank of America worth $22.2M as of Q1 2026.
  • Rollins Financial Advisors sold 837 Bank of America shares in Q1 2026, an estimated $43.2K.
  • Bank of America made up 3.5% of Rollins Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Rollins Financial Advisors first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Rollins Financial Advisors's Bank of America position peaked at $26.9M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.