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SkyOak Wealth’s Bank of America BAC Stock Holding History

SkyOak 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 		$1.71M Hold
35,085
– – 0.31% 69
2025
Q4 		$1.93M Sell
35,085
-1,235
-3% -$65.3K 0.35% 63
2025
Q3 		$1.87M Hold
36,320
– – 0.35% 64
2025
Q2 		$1.72M Hold
36,320
– – 0.35% 65
2025
Q1 		$1.52M Sell
36,320
-290
-0.8% -$12.9K 0.33% 63
2024
Q4 		$1.61M Sell
36,610
-3,525
-9% -$155K 0.34% 64
2024
Q3 		$1.59M Sell
40,135
-444
-1% -$17.8K 0.35% 64
2024
Q2 		$1.61M Sell
40,579
-517
-1% -$19.8K 0.38% 61
2024
Q1 		$1.56M Sell
41,096
-1,299
-3% -$44.6K 0.37% 61
2023
Q4 		$1.43M Sell
42,395
-2,160
-5% -$62.9K 0.37% 61
2023
Q3 		$1.22M Buy
44,555
+2,848
+7% +$84.3K 0.36% 62
2023
Q2 		$1.2M Sell
41,707
-5,202
-11% -$148K 0.34% 61
2023
Q1 		$1.34M Sell
46,909
-13,875
-23% -$458K 0.41% 60
2022
Q4 		$2.01M Buy
60,784
+333
+0.6% +$11.5K 0.68% 41
2022
Q3 		$1.83M Sell
60,451
-215
-0.4% -$7.19K 0.65% 44
2022
Q2 		$1.89M Buy
60,666
+1,776
+3% +$63.9K 0.65% 45
2022
Q1 		$2.43M Sell
58,890
-2,904
-5% -$131K 0.67% 42
2021
Q4 		$2.75M Sell
61,794
-201
-0.3% -$9.16K 0.7% 44
2021
Q3 		$2.63M Sell
61,995
-85
-0.1% -$3.42K 0.71% 38
2021
Q2 		$2.56M Sell
62,080
-1,835
-3% -$75.2K 0.68% 39
2021
Q1 		$2.56M Sell
63,915
-2,202
-3% -$76K 0.71% 39
2020
Q4 		$2M Buy
66,117
+1,215
+2% +$32.6K 0.62% 51
2020
Q3 		$1.56M Sell
64,902
-7,490
-10% -$186K 0.56% 57
2020
Q2 		$1.72M Buy
72,392
+55,843
+337% +$1.32M 0.63% 43
2020
Q1 		$351K Buy
16,549
+807
+5% +$24.2K 0.18% 138
2019
Q4 		$554K Buy
+15,742
New +$509K 0.17% 144

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyOak Wealth's BAC Position: Q1 2026 in Review

SkyOak Wealth held its Bank of America (BAC) position steady in Q1 2026 at 35,085 shares worth $1.71M. The position accounts for 0.31% of the portfolio, ranked #69.

SkyOak Wealth first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.75M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • SkyOak Wealth held 35,085 shares of Bank of America worth $1.71M as of Q1 2026.
  • SkyOak Wealth left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.31% of SkyOak Wealth's portfolio in Q1 2026, its #69 holding.
  • SkyOak Wealth first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's Bank of America position peaked at $2.75M in Q4 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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