SLWA
BAC icon

San Luis Wealth Advisors’s Bank of America BAC Stock Holding History

San Luis Wealth 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 		– Sell
-4,478
Closed -$246K – 176
2025
Q4 		$246K Sell
4,478
-500
-10% -$26.4K 0.04% 162
2025
Q3 		$257K Buy
+4,978
New +$243K 0.05% 158
2022
Q2 		– Sell
-45,105
Closed -$2.01M – 94
2022
Q1 		$2.01M Sell
45,105
-29
-0.1% -$1.31K 0.98% 22
2021
Q4 		$2.01M Buy
45,134
+12,857
+40% +$586K 2.05% 11
2021
Q3 		$1.37M Buy
+32,277
New +$1.3M 0.76% 34

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

San Luis Wealth Advisors's BAC Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,478 shares — an estimated $246K sold.

San Luis Wealth Advisors first reported a position in BAC in Q3 2021 and held it in 5 quarters. The position peaked at $2.01M in Q4 2021. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • San Luis Wealth Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 4,478 Bank of America shares in Q1 2026, an estimated $246K.
  • San Luis Wealth Advisors first reported a position in Bank of America in Q3 2021 and held it in 5 quarters.
  • San Luis Wealth Advisors's Bank of America position peaked at $2.01M in Q4 2021.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.