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

Tandem 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	$616K	Buy	12,639 +1,268	+11%	+$65.4K	0.27%	32
2025 Q4	$625K	Buy	11,371 +1,861	+20%	+$98.4K	0.28%	30
2025 Q3	$491K	Sell	9,510 -1,949	-17%	-$95.1K	0.23%	33
2025 Q2	$542K	Buy	11,459 +1,642	+17%	+$69.1K	0.27%	30
2025 Q1	$410K	Buy	9,817 +1,013	+12%	+$45.1K	0.21%	35
2024 Q4	$387K	Buy	8,804 +1,068	+14%	+$47K	0.2%	36
2024 Q3	$307K	Sell	7,736 -23	-0.3%	-$922	0.16%	44
2024 Q2	$309K	Hold	7,759	–	–	0.17%	41
2024 Q1	$294K	Buy	7,759 +1,025	+15%	+$35.2K	0.16%	40
2023 Q4	$227K	Hold	6,734	–	–	0.13%	48
2023 Q3	$184K	Buy	+6,734	New	+$199K	0.11%	51
2023 Q1	–	Sell	-5,582	Closed	-$185K	–	48
2022 Q4	$185K	Buy	+5,582	New	+$192K	0.12%	52

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Tandem Wealth Advisors increased its Bank of America (BAC) stake by 11% in Q1 2026, buying an estimated $65.4K and bringing the position to 12,639 shares worth $616K. The position accounts for 0.27% of the portfolio, ranked #32.

Tandem Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 12 quarters since. The position peaked at $625K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Tandem Wealth Advisors held 12,639 shares of Bank of America worth $616K as of Q1 2026.
Tandem Wealth Advisors bought 1,268 Bank of America shares in Q1 2026, an estimated $65.4K.
Bank of America made up 0.27% of Tandem Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Tandem Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 12 quarters since.
Tandem Wealth Advisors's Bank of America position peaked at $625K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.