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Souders Financial Advisors’s Bank of America BAC Stock Holding History

Souders Financial 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 		$1.13M Sell
23,139
-1,017
-4% -$52.5K 0.13% 85
2025
Q4 		$1.33M Buy
24,156
+917
+4% +$48.5K 0.15% 77
2025
Q3 		$1.2M Buy
23,239
+623
+3% +$30.4K 0.14% 80
2025
Q2 		$1.07M Sell
22,616
-4,801
-18% -$202K 0.14% 82
2025
Q1 		$1.14M Sell
27,417
-7,253
-21% -$323K 0.16% 87
2024
Q4 		$1.52M Sell
34,670
-5,123
-13% -$225K 0.21% 82
2024
Q3 		$1.58M Sell
39,793
-328
-0.8% -$13.1K 0.22% 76
2024
Q2 		$1.6M Buy
40,121
+60
+0.1% +$2.3K 0.24% 71
2024
Q1 		$1.52M Sell
40,061
-17,299
-30% -$594K 0.24% 76
2023
Q4 		$1.93M Buy
57,360
+193
+0.3% +$5.62K 0.33% 68
2023
Q3 		$1.57M Sell
57,167
-981
-2% -$29K 0.3% 71
2023
Q2 		$1.67M Buy
58,148
+3,193
+6% +$91.1K 0.32% 70
2023
Q1 		$1.57M Buy
54,955
+2,544
+5% +$84K 0.33% 72
2022
Q4 		$1.74M Sell
52,411
-4,048
-7% -$139K 0.4% 69
2022
Q3 		$1.71M Sell
56,459
-2,519
-4% -$84.2K 0.46% 64
2022
Q2 		$1.84M Buy
58,978
+2,894
+5% +$104K 0.53% 56
2022
Q1 		$2.31M Buy
56,084
+409
+0.7% +$18.5K 0.67% 48
2021
Q4 		$2.48M Sell
55,675
-8,570
-13% -$390K 0.71% 48
2021
Q3 		$2.73M Buy
64,245
+929
+1% +$37.4K 0.88% 39
2021
Q2 		$2.61M Sell
63,316
-1,547
-2% -$63.4K 0.88% 39
2021
Q1 		$2.51M Buy
64,863
+2,274
+4% +$78.5K 0.98% 33
2020
Q4 		$1.9M Buy
62,589
+2,235
+4% +$59.9K 0.83% 41
2020
Q3 		$1.67M Buy
60,354
+3,166
+6% +$78.8K 0.79% 41
2020
Q2 		$1.36M Buy
57,188
+16,197
+40% +$383K 0.78% 41
2020
Q1 		$870K Buy
+40,991
New +$1.23M 0.77% 34

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

Souders Financial Advisors's BAC Position: Q1 2026 in Review

Souders Financial Advisors reduced its Bank of America (BAC) stake by 4.2% in Q1 2026, selling an estimated $52.5K and leaving 23,139 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #85.

Souders Financial Advisors first reported a position in BAC in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.73M in Q3 2021. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Souders Financial Advisors held 23,139 shares of Bank of America worth $1.13M as of Q1 2026.
  • Souders Financial Advisors sold 1,017 Bank of America shares in Q1 2026, an estimated $52.5K.
  • Bank of America made up 0.13% of Souders Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • Souders Financial Advisors first reported a position in Bank of America in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Bank of America position peaked at $2.73M in Q3 2021.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.