Simplicity Wealth’s Bank of America BAC Stock Holding History

Simplicity Wealth’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	$4.63M	Buy	94,934 +5,401	+6%	+$279K	0.26%	85
2025 Q4	$4.92M	Buy	89,533 +7,433	+9%	+$393K	0.29%	76
2025 Q3	$4.24M	Sell	82,100 -11,468	-12%	-$559K	0.25%	89
2025 Q2	$4.43M	Buy	93,568 +29,992	+47%	+$1.26M	0.18%	122
2025 Q1	$2.65M	Buy	63,576 +56,678	+822%	+$2.53M	0.21%	120
2024 Q4	$303K	Sell	6,898 -25,143	-78%	-$1.11M	0.06%	236
2024 Q3	$1.27M	Sell	32,041 -144,669	-82%	-$5.8M	0.12%	158
2024 Q2	$7.03M	Buy	176,710 +14,887	+9%	+$571K	0.16%	132
2024 Q1	$6.14M	Buy	161,823 +155,171	+2,333%	+$5.33M	0.15%	142
2023 Q4	$224K	Buy	+6,652	New	+$194K	0.09%	165

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

Simplicity Wealth's BAC Position: Q1 2026 in Review

Simplicity Wealth increased its Bank of America (BAC) stake by 6% in Q1 2026, buying an estimated $279K and bringing the position to 94,934 shares worth $4.63M. The position accounts for 0.26% of the portfolio, ranked #85.

Simplicity Wealth first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.03M in Q2 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Simplicity Wealth held 94,934 shares of Bank of America worth $4.63M as of Q1 2026.
Simplicity Wealth bought 5,401 Bank of America shares in Q1 2026, an estimated $279K.
Bank of America made up 0.26% of Simplicity Wealth's portfolio in Q1 2026, its #85 holding.
Simplicity Wealth first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Bank of America position peaked at $7.03M in Q2 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.