Signature Wealth Management Partners’s Bank of America BAC Stock Holding History

Signature Wealth Management Partners’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	-4,542	Closed	-$250K	–	117
2025 Q4	$250K	Hold	4,542	–	–	0.12%	100
2025 Q3	$234K	Sell	4,542 -200	-4%	-$9.76K	0.12%	102
2025 Q2	$224K	Sell	4,742 -575	-11%	-$24.2K	0.13%	99
2025 Q1	$222K	Hold	5,317	–	–	0.15%	95
2024 Q4	$234K	Sell	5,317 -518	-9%	-$22.8K	0.16%	92
2024 Q3	$232K	Sell	5,835 -3,435	-37%	-$138K	0.17%	92
2024 Q2	$369K	Hold	9,270	–	–	0.28%	67
2024 Q1	$352K	Sell	9,270 -600	-6%	-$20.6K	0.29%	71
2023 Q4	$332K	Hold	9,870	–	–	0.29%	73
2023 Q3	$270K	Hold	9,870	–	–	0.26%	77
2023 Q2	$283K	Buy	9,870 +2,718	+38%	+$77.6K	0.26%	74
2023 Q1	$205K	Buy	+7,152	New	+$236K	0.19%	96

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Signature Wealth Management Partners's BAC Position: Q1 2026 in Review

Signature Wealth Management Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,542 shares — an estimated $250K sold.

Signature Wealth Management Partners first reported a position in BAC in Q1 2023 and held it in 12 quarters. The position peaked at $369K in Q2 2024. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Signature Wealth Management Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Signature Wealth Management Partners sold 4,542 Bank of America shares in Q1 2026, an estimated $250K.
Signature Wealth Management Partners first reported a position in Bank of America in Q1 2023 and held it in 12 quarters.
Signature Wealth Management Partners's Bank of America position peaked at $369K in Q2 2024.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.