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Steward Partners Investment Advisory’s Bank of America BAC Stock Holding History

Steward Partners Investment Advisory’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 		$26.7M Sell
547,716
-217,341
-28% -$11.2M 0.14% 134
2025
Q4 		$42.1M Sell
765,057
-8,445
-1% -$446K 0.23% 86
2025
Q3 		$39.9M Buy
773,502
+65,015
+9% +$3.17M 0.23% 83
2025
Q2 		$33.5M Sell
708,487
-9,315
-1% -$392K 0.26% 77
2025
Q1 		$30M Buy
717,802
+212,161
+42% +$9.45M 0.26% 78
2024
Q4 		$22.2M Sell
505,641
-29,774
-6% -$1.31M 0.2% 100
2024
Q3 		$21.2M Sell
535,415
-32,490
-6% -$1.3M 0.2% 110
2024
Q2 		$22.6M Buy
567,905
+27,813
+5% +$1.07M 0.24% 90
2024
Q1 		$20.5M Buy
540,092
+69,129
+15% +$2.37M 0.23% 87
2023
Q4 		$15.9M Sell
470,963
-10,687
-2% -$311K 0.21% 98
2023
Q3 		$13.2M Sell
481,650
-1,162
-0.2% -$34.4K 0.2% 110
2023
Q2 		$13.9M Sell
482,812
-30,961
-6% -$883K 0.21% 104
2023
Q1 		$14.7M Buy
513,773
+10,573
+2% +$349K 0.24% 96
2022
Q4 		$16.7M Buy
503,200
+22,555
+5% +$777K 0.28% 85
2022
Q3 		$14.5M Sell
480,645
-98,245
-17% -$3.28M 0.27% 82
2022
Q2 		$18M Buy
578,890
+58,966
+11% +$2.12M 0.33% 69
2022
Q1 		$21.4M Buy
519,924
+25,219
+5% +$1.14M 0.33% 65
2021
Q4 		$22M Buy
494,705
+26,197
+6% +$1.19M 0.33% 63
2021
Q3 		$19.9M Buy
468,508
+11,649
+3% +$469K 0.34% 61
2021
Q2 		$18.8M Sell
456,859
-29,049
-6% -$1.19M 0.32% 65
2021
Q1 		$18.8M Buy
485,908
+84,528
+21% +$2.92M 0.33% 64
2020
Q4 		$12.2M Buy
401,380
+2,492
+0.6% +$66.8K 0.26% 95
2020
Q3 		$9.61M Buy
398,888
+44,041
+12% +$1.1M 0.24% 106
2020
Q2 		$8.43M Sell
354,847
-52,905
-13% -$1.25M 0.24% 111
2020
Q1 		$8.66M Sell
407,752
-43,350
-10% -$1.3M 0.32% 79
2019
Q4 		$15.9M Sell
451,102
-2,249
-0.5% -$72.7K 0.47% 50
2019
Q3 		$13.2M Sell
453,351
-3,048
-0.7% -$87.6K 0.45% 54
2019
Q2 		$13.2M Buy
456,399
+13,119
+3% +$378K 0.49% 50
2019
Q1 		$12.2M Sell
443,280
-3,007
-0.7% -$85K 0.52% 46
2018
Q4 		$11M Buy
446,287
+92,498
+26% +$2.51M 0.54% 42
2018
Q3 		$10.4M Buy
353,789
+20,904
+6% +$637K 0.5% 43
2018
Q2 		$9.38M Buy
332,885
+30,802
+10% +$919K 0.56% 29
2018
Q1 		$9.06M Buy
302,083
+20,826
+7% +$654K 0.62% 27
2017
Q4 		$8.3M Buy
281,257
+26,662
+10% +$735K 0.63% 29
2017
Q3 		$6.45M Sell
254,595
-21,564
-8% -$523K 0.66% 32
2017
Q2 		$6.7M Buy
276,159
+27,769
+11% +$647K 0.75% 29
2017
Q1 		$5.86M Buy
248,390
+209,284
+535% +$4.97M 0.89% 28
2016
Q4 		$864K Buy
+39,106
New +$753K 0.4% 53

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

Steward Partners Investment Advisory's BAC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Bank of America (BAC) stake by 28% in Q1 2026, selling an estimated $11.2M and leaving 547,716 shares worth $26.7M. The position accounts for 0.14% of the portfolio, ranked #134.

Steward Partners Investment Advisory first reported a position in BAC in Q4 2016 and has held it in 38 quarters since. The position peaked at $42.1M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Steward Partners Investment Advisory held 547,716 shares of Bank of America worth $26.7M as of Q1 2026.
  • Steward Partners Investment Advisory sold 217,341 Bank of America shares in Q1 2026, an estimated $11.2M.
  • Bank of America made up 0.14% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #134 holding.
  • Steward Partners Investment Advisory first reported a position in Bank of America in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Bank of America position peaked at $42.1M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.