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TCFG Wealth Management’s Bank of America BAC Stock Holding History

TCFG Wealth Management’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 		$529K Sell
10,853
-886
-8% -$45.7K 0.2% 126
2025
Q4 		$646K Buy
11,739
+2,606
+29% +$138K 0.25% 108
2025
Q3 		$471K Hold
9,133
– – 0.19% 142
2025
Q2 		$432K Sell
9,133
-341
-4% -$14.3K 0.2% 140
2025
Q1 		$395K Buy
9,474
+295
+3% +$13.1K 0.2% 130
2024
Q4 		$403K Hold
9,179
– – 0.2% 125
2024
Q3 		$364K Buy
+9,179
New +$368K 0.18% 130

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCFG Wealth Management's BAC Position: Q1 2026 in Review

TCFG Wealth Management reduced its Bank of America (BAC) stake by 7.5% in Q1 2026, selling an estimated $45.7K and leaving 10,853 shares worth $529K. The position accounts for 0.2% of the portfolio, ranked #126.

TCFG Wealth Management first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $646K in Q4 2025. 3,483 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • TCFG Wealth Management held 10,853 shares of Bank of America worth $529K as of Q1 2026.
  • TCFG Wealth Management sold 886 Bank of America shares in Q1 2026, an estimated $45.7K.
  • Bank of America made up 0.2% of TCFG Wealth Management's portfolio in Q1 2026, its #126 holding.
  • TCFG Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Bank of America position peaked at $646K in Q4 2025.
  • 3,483 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.