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

Thryve 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	–	Sell	-16,007	Closed	-$880K	–	51
2025 Q4	$880K	Buy	+16,007	New	+$846K	0.44%	38

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Thryve Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 16,007 shares — an estimated $880K sold.

Thryve Wealth Management first reported a position in BAC in Q4 2025 and held it in 1 quarter. The position peaked at $880K in Q4 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Thryve Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Thryve Wealth Management sold 16,007 Bank of America shares in Q1 2026, an estimated $880K.
Thryve Wealth Management first reported a position in Bank of America in Q4 2025 and held it in 1 quarter.
Thryve Wealth Management's Bank of America position peaked at $880K in Q4 2025.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Thryve Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.