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TKG Advisors’s Bank of America BAC Stock Holding History

TKG 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 		– Sell
-25,811
Closed -$1.42M – 91
2025
Q4 		$1.42M Buy
25,811
+391
+2% +$20.7K 0.57% 46
2025
Q3 		$1.31M Buy
25,420
+395
+2% +$19.3K 0.56% 47
2025
Q2 		$1.18M Sell
25,025
-26,246
-51% -$1.1M 0.53% 45
2025
Q1 		$2.14M Buy
51,271
+1,562
+3% +$69.6K 1.05% 36
2024
Q4 		$2.31M Buy
49,709
+21,085
+74% +$928K 1.07% 31
2024
Q3 		$1.14M Buy
+28,624
New +$1.15M 0.56% 47
2022
Q4 		– Sell
-31,252
Closed -$944K – 88
2022
Q3 		$944K Sell
31,252
-11,601
-27% -$388K 0.75% 38
2022
Q2 		$1.33M Buy
42,853
+6,009
+16% +$216K 1.15% 30
2022
Q1 		$1.52M Sell
36,844
-17,640
-32% -$796K 1.22% 29
2021
Q4 		$2.42M Buy
+54,484
New +$2.48M 1.91% 10

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

TKG Advisors's BAC Position: Q1 2026 in Review

TKG Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 25,811 shares — an estimated $1.42M sold.

TKG Advisors first reported a position in BAC in Q4 2021 and held it in 10 quarters. The position peaked at $2.42M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • TKG Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • TKG Advisors sold 25,811 Bank of America shares in Q1 2026, an estimated $1.42M.
  • TKG Advisors first reported a position in Bank of America in Q4 2021 and held it in 10 quarters.
  • TKG Advisors's Bank of America position peaked at $2.42M in Q4 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.