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

Stratos Wealth Partners’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 		$13.1M Buy
269,331
+2,940
+1% +$152K 0.15% 143
2025
Q4 		$14.7M Buy
266,391
+3,401
+1% +$180K 0.17% 122
2025
Q3 		$13.6M Buy
262,990
+947
+0.4% +$46.2K 0.16% 125
2025
Q2 		$12.4M Sell
262,043
-6,783
-3% -$285K 0.17% 125
2025
Q1 		$11.2M Sell
268,826
-20,198
-7% -$900K 0.17% 120
2024
Q4 		$12.7M Sell
289,024
-17,168
-6% -$755K 0.18% 111
2024
Q3 		$12.1M Buy
306,192
+8,885
+3% +$356K 0.18% 120
2024
Q2 		$11.8M Buy
297,307
+2,725
+0.9% +$104K 0.19% 110
2024
Q1 		$11.2M Buy
294,582
+1,990
+0.7% +$68.3K 0.19% 119
2023
Q4 		$9.85M Sell
292,592
-6,003
-2% -$175K 0.18% 123
2023
Q3 		$8.18M Buy
298,595
+13,346
+5% +$395K 0.18% 129
2023
Q2 		$8.18M Buy
285,249
+23,862
+9% +$681K 0.19% 122
2023
Q1 		$7.48M Buy
261,387
+587
+0.2% +$19.4K 0.2% 109
2022
Q4 		$8.64M Sell
260,800
-7,966
-3% -$274K 0.22% 97
2022
Q3 		$8.12M Sell
268,766
-7,637
-3% -$255K 0.23% 90
2022
Q2 		$8.6M Buy
276,403
+13,616
+5% +$490K 0.22% 94
2022
Q1 		$10.8M Buy
262,787
+3,560
+1% +$161K 0.24% 90
2021
Q4 		$11.5M Buy
259,227
+8,523
+3% +$388K 0.26% 81
2021
Q3 		$10.6M Sell
250,704
-18,435
-7% -$743K 0.27% 70
2021
Q2 		$11.1M Buy
269,139
+5,290
+2% +$217K 0.28% 70
2021
Q1 		$10.2M Buy
263,849
+42,516
+19% +$1.47M 0.28% 75
2020
Q4 		$6.71M Sell
221,333
-1,257
-0.6% -$33.7K 0.2% 116
2020
Q3 		$5.36M Sell
222,590
-9,741
-4% -$243K 0.18% 134
2020
Q2 		$5.52M Sell
232,331
-12,280
-5% -$290K 0.2% 121
2020
Q1 		$5.19M Buy
244,611
+16,767
+7% +$503K 0.24% 92
2019
Q4 		$8.03M Buy
227,844
+2,776
+1% +$89.7K 0.32% 66
2019
Q3 		$6.57M Buy
225,068
+3,424
+2% +$98.5K 0.28% 71
2019
Q2 		$6.43M Buy
221,644
+9,775
+5% +$282K 0.28% 72
2019
Q1 		$5.84M Buy
211,869
+10,257
+5% +$290K 0.26% 76
2018
Q4 		$4.97M Buy
+201,612
New +$5.47M 0.26% 77
2018
Q3 		– Sell
-182,705
Closed -$5.15M – 2973
2018
Q2 		$5.15M Sell
182,705
-2,906
-2% -$86.7K 0.23% 88
2018
Q1 		$5.57M Buy
185,611
+12,424
+7% +$390K 0.23% 93
2017
Q4 		$5.11M Buy
173,187
+15,982
+10% +$441K 0.23% 93
2017
Q3 		$3.98M Buy
+157,205
New +$3.81M 0.19% 117
2017
Q1 		– Sell
-110,266
Closed -$2.44M – 809
2016
Q4 		$2.44M Buy
110,266
+21,876
+25% +$421K 0.15% 137
2016
Q3 		$1.38M Buy
88,390
+23,039
+35% +$343K 0.09% 196
2016
Q2 		$867K Buy
+65,351
New +$918K 0.06% 240
2016
Q1 		– Sell
-52,394
Closed -$882K – 600
2015
Q4 		$882K Buy
+52,394
New +$886K 0.07% 198
2014
Q3 		– Sell
-44,678
Closed -$695K – 335
2014
Q2 		$695K Buy
+44,678
New +$694K 0.23% 120

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 Partners's BAC Position: Q1 2026 in Review

Stratos Wealth Partners increased its Bank of America (BAC) stake by 1.1% in Q1 2026, buying an estimated $152K and bringing the position to 269,331 shares worth $13.1M. The position accounts for 0.15% of the portfolio, ranked #143.

Stratos Wealth Partners first reported a position in BAC in Q2 2014 and has held it in 39 quarters since. The position peaked at $14.7M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Stratos Wealth Partners held 269,331 shares of Bank of America worth $13.1M as of Q1 2026.
  • Stratos Wealth Partners bought 2,940 Bank of America shares in Q1 2026, an estimated $152K.
  • Bank of America made up 0.15% of Stratos Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Stratos Wealth Partners first reported a position in Bank of America in Q2 2014 and has held it in 39 quarters since.
  • Stratos Wealth Partners's Bank of America position peaked at $14.7M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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