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Stratos Wealth Advisors’s Bank of America BAC Stock Holding History

Stratos Wealth 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 		$2.63M Buy
53,875
+4,782
+10% +$247K 0.16% 128
2025
Q4 		$2.7M Sell
49,093
-233
-0.5% -$12.3K 0.13% 174
2025
Q3 		$2.54M Buy
49,326
+3,223
+7% +$157K 0.12% 178
2025
Q2 		$2.18M Sell
46,103
-7,936
-15% -$334K 0.12% 192
2025
Q1 		$2.26M Sell
54,039
-4,520
-8% -$201K 0.12% 158
2024
Q4 		$2.57M Sell
58,559
-7,067
-11% -$311K 0.12% 166
2024
Q3 		$2.6M Buy
65,626
+68
+0.1% +$2.73K 0.12% 184
2024
Q2 		$2.61M Buy
65,558
+866
+1% +$33.2K 0.13% 165
2024
Q1 		$2.45M Sell
64,692
-82,128
-56% -$2.82M 0.15% 167
2023
Q4 		$4.94M Buy
146,820
+13,726
+10% +$400K 0.28% 106
2023
Q3 		$3.64M Buy
133,094
+80,275
+152% +$2.37M 0.24% 123
2023
Q2 		$1.52M Sell
52,819
-521
-1% -$14.9K 0.11% 232
2023
Q1 		$1.53M Sell
53,340
-2,851
-5% -$94.1K 0.12% 222
2022
Q4 		$1.86M Sell
56,191
-3,120
-5% -$107K 0.16% 185
2022
Q3 		$1.79M Buy
59,311
+1,673
+3% +$55.9K 0.19% 152
2022
Q2 		$1.79M Buy
57,638
+5,333
+10% +$192K 0.16% 162
2022
Q1 		$2.16M Sell
52,305
-3,127
-6% -$141K 0.18% 153
2021
Q4 		$2.47M Buy
55,432
+2,646
+5% +$121K 0.18% 160
2021
Q3 		$2.24M Sell
52,786
-1,173
-2% -$47.3K 0.19% 146
2021
Q2 		$2.23M Sell
53,959
-6,053
-10% -$248K 0.2% 138
2021
Q1 		$2.32M Buy
60,012
+1,793
+3% +$61.9K 0.25% 110
2020
Q4 		$1.76M Buy
58,219
+17,945
+45% +$481K 0.24% 104
2020
Q3 		$970K Buy
40,274
+103
+0.3% +$2.56K 0.24% 103
2020
Q2 		$954K Sell
40,171
-3,968
-9% -$93.8K 0.29% 83
2020
Q1 		$937K Sell
44,139
-23,071
-34% -$692K 0.66% 37
2019
Q4 		$2.37M Sell
67,210
-1,348
-2% -$43.6K 1.34% 16
2019
Q3 		$2M Buy
68,558
+763
+1% +$21.9K 0.77% 28
2019
Q2 		$1.97M Buy
67,795
+25,937
+62% +$748K 0.78% 25
2019
Q1 		$1.16M Buy
41,858
+7,054
+20% +$199K 0.62% 41
2018
Q4 		$858K Buy
+34,804
New +$944K 0.57% 49

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

Stratos Wealth Advisors's BAC Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Bank of America (BAC) stake by 9.7% in Q1 2026, buying an estimated $247K and bringing the position to 53,875 shares worth $2.63M. The position accounts for 0.16% of the portfolio, ranked #128.

Stratos Wealth Advisors first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.94M in Q4 2023. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Stratos Wealth Advisors held 53,875 shares of Bank of America worth $2.63M as of Q1 2026.
  • Stratos Wealth Advisors bought 4,782 Bank of America shares in Q1 2026, an estimated $247K.
  • Bank of America made up 0.16% of Stratos Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • Stratos Wealth Advisors first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Bank of America position peaked at $4.94M in Q4 2023.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.