SIA
BAC icon

Soltis Investment Advisors’s Bank of America BAC Stock Holding History

Soltis Investment Advisors’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 		$1.65M Buy
33,771
+3,455
+11% +$178K 0.1% 164
2025
Q4 		$1.67M Buy
30,316
+5,153
+20% +$272K 0.11% 159
2025
Q3 		$1.3M Buy
25,163
+2,223
+10% +$108K 0.09% 180
2025
Q2 		$1.09M Buy
22,940
+2,834
+14% +$119K 0.09% 167
2025
Q1 		$839K Buy
20,106
+989
+5% +$44.1K 0.08% 182
2024
Q4 		$840K Buy
19,117
+1,035
+6% +$45.5K 0.08% 180
2024
Q3 		$718K Sell
18,082
-16
-0.1% -$641 0.07% 184
2024
Q2 		$720K Buy
18,098
+1,367
+8% +$52.4K 0.08% 172
2024
Q1 		$634K Buy
16,731
+439
+3% +$15.1K 0.07% 179
2023
Q4 		$549K Sell
16,292
-111
-0.7% -$3.23K 0.06% 177
2023
Q3 		$449K Sell
16,403
-4,897
-23% -$145K 0.06% 180
2023
Q2 		$611K Buy
21,300
+1,393
+7% +$39.8K 0.07% 158
2023
Q1 		$569K Sell
19,907
-343
-2% -$11.3K 0.07% 162
2022
Q4 		$671K Buy
20,250
+3,458
+21% +$119K 0.09% 143
2022
Q3 		$507K Buy
16,792
+1,596
+11% +$53.4K 0.08% 160
2022
Q2 		$473K Buy
15,196
+5,546
+57% +$200K 0.07% 164
2022
Q1 		$398K Buy
9,650
+2,257
+31% +$102K 0.06% 180
2021
Q4 		$329K Buy
7,393
+403
+6% +$18.4K 0.05% 199
2021
Q3 		$297K Sell
6,990
-293
-4% -$11.8K 0.05% 193
2021
Q2 		$300K Sell
7,283
-3,604
-33% -$148K 0.05% 198
2021
Q1 		$421K Sell
10,887
-5,426
-33% -$187K 0.08% 161
2020
Q4 		$494K Buy
16,313
+244
+2% +$6.54K 0.09% 141
2020
Q3 		$387K Buy
+16,069
New +$400K 0.09% 145

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

Soltis Investment Advisors's BAC Position: Q1 2026 in Review

Soltis Investment Advisors increased its Bank of America (BAC) stake by 11% in Q1 2026, buying an estimated $178K and bringing the position to 33,771 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #164.

Soltis Investment Advisors first reported a position in BAC in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Soltis Investment Advisors held 33,771 shares of Bank of America worth $1.65M as of Q1 2026.
  • Soltis Investment Advisors bought 3,455 Bank of America shares in Q1 2026, an estimated $178K.
  • Bank of America made up 0.1% of Soltis Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • Soltis Investment Advisors first reported a position in Bank of America in Q3 2020 and has held it in 23 quarters since.
  • Soltis Investment Advisors's Bank of America position peaked at $1.67M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.