Savvy Advisors Inc’s Bank of America BAC Stock Holding History

Savvy Advisors Inc’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	$4.62M	Buy	94,842 +38,487	+68%	+$1.99M	0.12%	133
2025 Q4	$3.1M	Buy	56,355 +19,300	+52%	+$1.02M	0.1%	146
2025 Q3	$1.91M	Sell	37,055 -1,454	-4%	-$70.9K	0.09%	162
2025 Q2	$1.82M	Buy	38,509 +6,848	+22%	+$288K	0.12%	128
2025 Q1	$1.32M	Buy	31,661 +16,863	+114%	+$751K	0.13%	129
2024 Q4	$650K	Buy	14,798 +2,340	+19%	+$103K	0.08%	209
2024 Q3	$494K	Buy	12,458 +2,426	+24%	+$97.2K	0.1%	182
2024 Q2	$399K	Buy	10,032 +2,819	+39%	+$108K	0.13%	172
2024 Q1	$274K	Buy	7,213 +676	+10%	+$23.2K	0.16%	175
2023 Q4	$220K	Buy	+6,537	New	+$190K	0.21%	139

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

Savvy Advisors Inc's BAC Position: Q1 2026 in Review

Savvy Advisors Inc increased its Bank of America (BAC) stake by 68% in Q1 2026, buying an estimated $1.99M and bringing the position to 94,842 shares worth $4.62M. The position accounts for 0.12% of the portfolio, ranked #133.

Savvy Advisors Inc first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Savvy Advisors Inc held 94,842 shares of Bank of America worth $4.62M as of Q1 2026.
Savvy Advisors Inc bought 38,487 Bank of America shares in Q1 2026, an estimated $1.99M.
Bank of America made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #133 holding.
Savvy Advisors Inc first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.