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TD Private Client Wealth’s Bank of America BAC Stock Holding History

TD Private Client Wealth’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 		$7.11M Sell
145,848
-10,764
-7% -$555K 0.15% 95
2025
Q4 		$8.61M Sell
156,612
-965
-0.6% -$51K 0.18% 79
2025
Q3 		$8.13M Buy
157,577
+2,574
+2% +$126K 0.18% 81
2025
Q2 		$7.33M Buy
155,003
+6,795
+5% +$286K 0.18% 82
2025
Q1 		$6.18M Buy
148,208
+10,065
+7% +$449K 0.17% 94
2024
Q4 		$6.07M Sell
138,143
-4,397
-3% -$193K 0.17% 85
2024
Q3 		$5.66M Buy
142,540
+7,458
+6% +$299K 0.16% 93
2024
Q2 		$5.37M Buy
135,082
+3,378
+3% +$129K 0.17% 91
2024
Q1 		$4.99M Buy
131,704
+13,824
+12% +$475K 0.16% 102
2023
Q4 		$3.97M Sell
117,880
-37,932
-24% -$1.1M 0.14% 123
2023
Q3 		$4.27M Buy
155,812
+28,734
+23% +$850K 0.18% 111
2023
Q2 		$3.65M Sell
127,078
-14,582
-10% -$416K 0.16% 142
2023
Q1 		$4.05M Buy
141,660
+1,702
+1% +$56.2K 0.18% 123
2022
Q4 		$4.64M Buy
139,958
+27,275
+24% +$939K 0.22% 103
2022
Q3 		$3.4M Buy
112,683
+5,351
+5% +$179K 0.17% 130
2022
Q2 		$3.34M Buy
107,332
+589
+0.6% +$21.2K 0.16% 136
2022
Q1 		$4.4M Buy
106,743
+2,670
+3% +$120K 0.19% 116
2021
Q4 		$4.63M Sell
104,073
-65,340
-39% -$2.98M 0.19% 114
2021
Q3 		$7.19M Buy
169,413
+650
+0.4% +$26.2K 0.31% 73
2021
Q2 		$6.96M Sell
168,763
-14,049
-8% -$576K 0.3% 74
2021
Q1 		$7.07M Buy
182,812
+4,040
+2% +$139K 0.33% 65
2020
Q4 		$5.42M Sell
178,772
-18,073
-9% -$484K 0.27% 84
2020
Q3 		$4.74M Sell
196,845
-5,776
-3% -$144K 0.27% 83
2020
Q2 		$4.81M Sell
202,621
-7,543
-4% -$178K 0.28% 74
2020
Q1 		$4.46M Sell
210,164
-23,836
-10% -$715K 0.32% 72
2019
Q4 		$8.24M Buy
+234,000
New +$7.56M 0.49% 50

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

TD Private Client Wealth's BAC Position: Q1 2026 in Review

TD Private Client Wealth reduced its Bank of America (BAC) stake by 6.9% in Q1 2026, selling an estimated $555K and leaving 145,848 shares worth $7.11M. The position accounts for 0.15% of the portfolio, ranked #95.

TD Private Client Wealth first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.61M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • TD Private Client Wealth held 145,848 shares of Bank of America worth $7.11M as of Q1 2026.
  • TD Private Client Wealth sold 10,764 Bank of America shares in Q1 2026, an estimated $555K.
  • Bank of America made up 0.15% of TD Private Client Wealth's portfolio in Q1 2026, its #95 holding.
  • TD Private Client Wealth first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Bank of America position peaked at $8.61M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.