Solutions 4 Wealth’s Bank of America BAC Stock Holding History

Solutions 4 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	$255K	Buy	5,239 +6	+0.1%	+$310	0.38%	46
2025 Q4	$288K	Buy	5,233 +6	+0.1%	+$317	0.43%	48
2025 Q3	$270K	Buy	5,227 +5	+0.1%	+$244	0.42%	48
2025 Q2	$247K	Buy	5,222 +6	+0.1%	+$252	0.41%	46
2025 Q1	$218K	Buy	5,216 +6	+0.1%	+$267	0.38%	48
2024 Q4	$229K	Sell	5,210 -382	-7%	-$16.8K	0.41%	47
2024 Q3	$222K	Buy	5,592 +7	+0.1%	+$281	0.43%	49
2024 Q2	$222K	Buy	5,585 +140	+3%	+$5.37K	0.5%	41
2024 Q1	$206K	Buy	+5,445	New	+$187K	0.58%	36

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

Solutions 4 Wealth's BAC Position: Q1 2026 in Review

Solutions 4 Wealth increased its Bank of America (BAC) stake by 0.11% in Q1 2026, buying an estimated $310 and bringing the position to 5,239 shares worth $255K. The position accounts for 0.38% of the portfolio, ranked #46.

Solutions 4 Wealth first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $288K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Solutions 4 Wealth held 5,239 shares of Bank of America worth $255K as of Q1 2026.
Solutions 4 Wealth bought 6 Bank of America shares in Q1 2026, an estimated $310.
Bank of America made up 0.38% of Solutions 4 Wealth's portfolio in Q1 2026, its #46 holding.
Solutions 4 Wealth first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
Solutions 4 Wealth's Bank of America position peaked at $288K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.