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

Tradition 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 		$571K Sell
11,710
-69
-0.6% -$3.56K 0.04% 268
2025
Q4 		$648K Buy
11,779
+89
+0.8% +$4.71K 0.05% 246
2025
Q3 		$603K Sell
11,690
-549
-4% -$26.8K 0.04% 251
2025
Q2 		$579K Sell
12,239
-40
-0.3% -$1.68K 0.05% 244
2025
Q1 		$512K Buy
12,279
+158
+1% +$7.04K 0.05% 247
2024
Q4 		$533K Sell
12,121
-352
-3% -$15.5K 0.05% 236
2024
Q3 		$495K Sell
12,473
-213
-2% -$8.54K 0.04% 247
2024
Q2 		$505K Sell
12,686
-106
-0.8% -$4.06K 0.05% 232
2024
Q1 		$485K Buy
12,792
+196
+2% +$6.73K 0.05% 224
2023
Q4 		$424K Buy
12,596
+186
+1% +$5.42K 0.04% 221
2023
Q3 		$340K Buy
12,410
+30
+0.2% +$888 0.04% 232
2023
Q2 		$355K Sell
12,380
-346
-3% -$9.87K 0.04% 226
2023
Q1 		$364K Buy
12,726
+8,372
+192% +$276K 0.05% 217
2022
Q4 		$144K Sell
4,354
-19
-0.4% -$654 0.02% 304
2022
Q3 		$132K Sell
4,373
-935
-18% -$31.3K 0.02% 314
2022
Q2 		$165K Sell
5,308
-82
-2% -$2.95K 0.02% 289
2022
Q1 		$222K Buy
5,390
+1,593
+42% +$71.9K 0.03% 281
2021
Q4 		$169K Sell
3,797
-1,787
-32% -$81.4K 0.02% 326
2021
Q3 		$237K Sell
5,584
-209
-4% -$8.42K 0.03% 253
2021
Q2 		$239K Sell
5,793
-254
-4% -$10.4K 0.04% 258
2021
Q1 		$234K Buy
6,047
+4
+0.1% +$138 0.04% 229
2020
Q4 		$183K Buy
+6,043
New +$162K 0.04% 241

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

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

Tradition Wealth Management reduced its Bank of America (BAC) stake by 0.59% in Q1 2026, selling an estimated $3.56K and leaving 11,710 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #268.

Tradition Wealth Management first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $648K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Tradition Wealth Management held 11,710 shares of Bank of America worth $571K as of Q1 2026.
  • Tradition Wealth Management sold 69 Bank of America shares in Q1 2026, an estimated $3.56K.
  • Bank of America made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #268 holding.
  • Tradition Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Bank of America position peaked at $648K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.