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

Scissortail 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 		– Sell
-4,012
Closed -$221K – 116
2025
Q4 		$221K Buy
4,012
+6
+0.1% +$317 0.05% 104
2025
Q3 		$207K Sell
4,006
-293
-7% -$14.3K 0.05% 113
2025
Q2 		$203K Buy
+4,299
New +$181K 0.05% 110
2024
Q1 		– Sell
-26,636
Closed -$895K – 131
2023
Q4 		$895K Buy
+26,636
New +$776K 0.28% 71
2022
Q3 		– Sell
-4,829
Closed -$215K – 89
2022
Q2 		$215K Buy
+4,829
New +$174K 0.08% 77
2022
Q1 		– Sell
-4,829
Closed -$215K – 94
2021
Q4 		$215K Buy
+4,829
New +$220K 0.08% 77

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

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

Scissortail Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,012 shares — an estimated $221K sold.

Scissortail Wealth Management first reported a position in BAC in Q4 2021 and held it in 6 quarters. The position peaked at $895K in Q4 2023. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Scissortail Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Scissortail Wealth Management sold 4,012 Bank of America shares in Q1 2026, an estimated $221K.
  • Scissortail Wealth Management first reported a position in Bank of America in Q4 2021 and held it in 6 quarters.
  • Scissortail Wealth Management's Bank of America position peaked at $895K in Q4 2023.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.