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True Link Financial Advisors’s Bank of America BAC Stock Holding History

True Link Financial 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 		$75.6K Buy
+1,550
New +$80K ﹤0.01% 178
2022
Q1 		– Sell
-200
Closed -$9K – 139
2021
Q4 		$9K Hold
200
– – ﹤0.01% 637
2021
Q3 		$8K Buy
+200
New +$8.06K ﹤0.01% 639

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

True Link Financial Advisors's BAC Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in Bank of America (BAC) in Q1 2026: 1,550 shares worth $75.6K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in BAC as recently as Q4 2021.

True Link Financial Advisors first reported a position in BAC in Q3 2021 and has held it in 3 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • True Link Financial Advisors held 1,550 shares of Bank of America worth $75.6K as of Q1 2026.
  • Bank of America was a new True Link Financial Advisors position in Q1 2026.
  • Bank of America made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #178 holding.
  • True Link Financial Advisors first reported a position in Bank of America in Q3 2021 and has held it in 3 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.