SS
BAC icon

Sunbelt Securities’s Bank of America BAC Stock Holding History

Sunbelt Securities’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 		$1.44M Sell
29,564
-480
-2% -$24.8K 0.09% 189
2025
Q4 		$1.65M Sell
30,044
-266
-0.9% -$14.1K 0.11% 159
2025
Q3 		$1.56M Buy
30,310
+598
+2% +$29.2K 0.11% 163
2025
Q2 		$1.31M Buy
29,712
+1,364
+5% +$57.4K 0.12% 166
2025
Q1 		$1.18M Sell
28,348
-1,364
-5% -$60.8K 0.11% 168
2024
Q4 		$1.3M Sell
29,712
-1,594
-5% -$70.1K 0.11% 166
2024
Q3 		$1.24M Sell
31,306
-446
-1% -$17.9K 0.12% 177
2024
Q2 		$1.26M Sell
31,752
-39
-0.1% -$1.5K 0.13% 156
2024
Q1 		$1.21M Buy
31,791
+1,805
+6% +$62K 0.13% 155
2023
Q4 		$1.01M Sell
29,986
-39,643
-57% -$1.15M 0.13% 177
2023
Q3 		$1.91M Buy
69,629
+559
+0.8% +$16.5K 0.26% 78
2023
Q2 		$1.98M Buy
69,070
+933
+1% +$26.6K 0.29% 74
2023
Q1 		$1.93M Buy
68,137
+24,068
+55% +$794K 0.31% 76
2022
Q4 		$1.46M Sell
44,069
-961
-2% -$33.1K 0.29% 88
2022
Q3 		$1.36M Buy
45,030
+20,373
+83% +$681K 0.29% 92
2022
Q2 		$768K Sell
24,657
-2,472
-9% -$89K 0.16% 160
2022
Q1 		$1.17M Buy
27,129
+8
+0% +$361 0.21% 122
2021
Q4 		$1.34M Sell
27,121
-9,688
-26% -$441K 0.22% 119
2021
Q3 		$1.4M Hold
36,809
– – 0.25% 101
2021
Q2 		$1.4M Sell
36,809
-18
-0% -$738 0.25% 101
2021
Q1 		$1.43M Sell
36,827
-2,131
-5% -$73.5K 0.28% 92
2020
Q4 		$1.18M Buy
38,958
+2,590
+7% +$69.4K 0.24% 100
2020
Q3 		$876K Buy
36,368
+1,514
+4% +$37.7K 0.24% 106
2020
Q2 		$828K Sell
34,854
-7,738
-18% -$183K 0.28% 97
2020
Q1 		$1M Sell
42,592
-54,288
-56% -$1.63M 0.04% 146
2019
Q4 		$3.41M Sell
96,880
-12,180
-11% -$394K 0.36% 63
2019
Q3 		$3.18M Buy
109,060
+80,306
+279% +$2.31M 0.36% 66
2019
Q2 		$834K Buy
28,754
+811
+3% +$23.4K 0.36% 79
2019
Q1 		$771K Sell
27,943
-6,998
-20% -$198K 0.39% 77
2018
Q4 		$861K Sell
34,941
-3,311
-9% -$89.8K 0.5% 59
2018
Q3 		$1.13M Sell
38,252
-700
-2% -$21.3K 0.6% 48
2018
Q2 		$1.1M Buy
38,952
+360
+0.9% +$10.7K 0.66% 44
2018
Q1 		$1.16M Buy
38,592
+11,250
+41% +$353K 1.06% 18
2017
Q4 		$807K Buy
27,342
+2,644
+11% +$72.9K 0.78% 30
2017
Q3 		$626K Sell
24,698
-5,561
-18% -$135K 0.66% 42
2017
Q2 		$734K Sell
30,259
-53,211
-64% -$1.24M 1.38% 17
2017
Q1 		$1.97M Sell
83,470
-54,391
-39% -$1.29M 2.96% 8
2016
Q4 		$3.05M Sell
137,861
-477,430
-78% -$9.2M 4.63% 6
2016
Q3 		$9.63M Buy
615,291
+2,943
+0.5% +$43.8K 11.62% 1
2016
Q2 		$8.13M Buy
612,348
+10,285
+2% +$144K 10.62% 1
2016
Q1 		$8.14M Buy
602,063
+41,394
+7% +$559K 11.85% 1
2015
Q4 		$9.44M Sell
560,669
-55,569
-9% -$940K 13.28% 1
2015
Q3 		$9.6M Buy
616,238
+9,441
+2% +$159K 13.04% 1
2015
Q2 		$10.3M Sell
606,797
-8,755,063
-94% -$144M 14.22% 1
2015
Q1 		$608K Buy
9,361,860
+8,755,580
+1,444% +$141M 0.9% 21
2014
Q4 		$10.8M Buy
+606,280
New +$10.4M 14.24% 1

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

Sunbelt Securities's BAC Position: Q1 2026 in Review

Sunbelt Securities reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $24.8K and leaving 29,564 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #189.

Sunbelt Securities first reported a position in BAC in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.8M in Q4 2014. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Sunbelt Securities held 29,564 shares of Bank of America worth $1.44M as of Q1 2026.
  • Sunbelt Securities sold 480 Bank of America shares in Q1 2026, an estimated $24.8K.
  • Bank of America made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #189 holding.
  • Sunbelt Securities first reported a position in Bank of America in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's Bank of America position peaked at $10.8M in Q4 2014.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.