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Strategic Advocates’s Bank of America BAC Stock Holding History

Strategic Advocates’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 		– Sell
-4,665
Closed -$258K – 297
2025
Q4 		$258K Sell
4,665
-4,758
-50% -$252K 0.07% 102
2025
Q3 		$486K Hold
9,423
– – 0.13% 83
2025
Q2 		$446K Buy
9,423
+700
+8% +$29.4K 0.13% 82
2025
Q1 		$364K Sell
8,723
-751
-8% -$33.5K 0.13% 85
2024
Q4 		$416K Sell
9,474
-8,106
-46% -$357K 0.14% 72
2024
Q3 		$698K Sell
17,580
-5,740
-25% -$230K 0.25% 61
2024
Q2 		$927K Sell
23,320
-16,003
-41% -$613K 0.37% 36
2024
Q1 		$1.49M Sell
39,323
-2,330
-6% -$80K 0.57% 36
2023
Q4 		$1.4M Buy
41,653
+722
+2% +$21K 0.6% 38
2023
Q3 		$1.12M Buy
+40,931
New +$1.21M 0.53% 43

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

Strategic Advocates's BAC Position: Q1 2026 in Review

Strategic Advocates sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,665 shares — an estimated $258K sold.

Strategic Advocates first reported a position in BAC in Q3 2023 and held it in 10 quarters. The position peaked at $1.49M in Q1 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Strategic Advocates reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 4,665 Bank of America shares in Q1 2026, an estimated $258K.
  • Strategic Advocates first reported a position in Bank of America in Q3 2023 and held it in 10 quarters.
  • Strategic Advocates's Bank of America position peaked at $1.49M in Q1 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.