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Royal Capital Wealth Management’s Bank of America BAC Stock Holding History

Royal Capital 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 		$300K Buy
6,163
+7
+0.1% +$361 0.19% 70
2025
Q4 		$339K Buy
6,156
+5
+0.1% +$264 0.2% 68
2025
Q3 		$317K Buy
6,151
+6
+0.1% +$293 0.19% 68
2025
Q2 		$291K Buy
6,145
+7
+0.1% +$294 0.19% 67
2025
Q1 		$256K Sell
6,138
-173
-3% -$7.71K 0.18% 70
2024
Q4 		$277K Buy
6,311
+6
+0.1% +$264 0.19% 64
2024
Q3 		$250K Buy
6,305
+8
+0.1% +$321 0.18% 75
2024
Q2 		$250K Buy
6,297
+13
+0.2% +$498 0.19% 71
2024
Q1 		$238K Buy
6,284
+8
+0.1% +$275 0.19% 80
2023
Q4 		$211K Buy
+6,276
New +$183K 0.18% 87
2023
Q3 		– Sell
-11,760
Closed -$337K – 92
2023
Q2 		$337K Sell
11,760
-195
-2% -$5.56K 0.32% 61
2023
Q1 		$342K Sell
11,955
-395
-3% -$13K 0.34% 60
2022
Q4 		$409K Buy
12,350
+26
+0.2% +$896 0.43% 48
2022
Q3 		$372K Hold
12,324
– – 0.43% 52
2022
Q2 		$384K Buy
12,324
+4
+0% +$144 0.42% 55
2022
Q1 		$508K Buy
12,320
+7
+0.1% +$316 0.5% 48
2021
Q4 		$548K Buy
+12,313
New +$561K 0.53% 49

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

Royal Capital Wealth Management's BAC Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Bank of America (BAC) stake by 0.11% in Q1 2026, buying an estimated $361 and bringing the position to 6,163 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #70.

Royal Capital Wealth Management first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $548K in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Royal Capital Wealth Management held 6,163 shares of Bank of America worth $300K as of Q1 2026.
  • Royal Capital Wealth Management bought 7 Bank of America shares in Q1 2026, an estimated $361.
  • Bank of America made up 0.19% of Royal Capital Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Royal Capital Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • Royal Capital Wealth Management's Bank of America position peaked at $548K in Q4 2021.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.