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TRUE Private Wealth Advisors’s Bank of America BAC Stock Holding History

TRUE Private Wealth 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 		$722K Sell
14,817
-226
-2% -$11.7K 0.07% 138
2025
Q4 		$827K Sell
15,043
-1,330
-8% -$70.3K 0.08% 128
2025
Q3 		$845K Buy
16,373
+69
+0.4% +$3.37K 0.09% 124
2025
Q2 		$772K Buy
16,304
+4,518
+38% +$190K 0.09% 117
2025
Q1 		$492K Sell
11,786
-91
-0.8% -$4.05K 0.06% 135
2024
Q4 		$522K Sell
11,877
-96
-0.8% -$4.22K 0.06% 129
2024
Q3 		$475K Sell
11,973
-3,435
-22% -$138K 0.06% 128
2024
Q2 		$613K Sell
15,408
-339
-2% -$13K 0.07% 137
2024
Q1 		$597K Sell
15,747
-10
-0.1% -$343 0.07% 147
2023
Q4 		$531K Sell
15,757
-71
-0.4% -$2.07K 0.07% 149
2023
Q3 		$433K Sell
15,828
-87,843
-85% -$2.6M 0.06% 155
2023
Q2 		$2.97M Buy
103,671
+5,685
+6% +$162K 0.44% 42
2023
Q1 		$2.8M Buy
97,986
+17,909
+22% +$591K 0.41% 43
2022
Q4 		$2.65M Sell
80,077
-13,881
-15% -$478K 0.41% 42
2022
Q3 		$2.84M Buy
93,958
+13,639
+17% +$456K 0.43% 37
2022
Q2 		$2.5M Buy
80,319
+4,034
+5% +$145K 0.36% 46
2022
Q1 		$2.95M Buy
76,285
+64,432
+544% +$2.91M 0.41% 46
2021
Q4 		$527K Sell
11,853
-400
-3% -$18.2K 0.08% 144
2021
Q3 		$520K Sell
12,253
-158
-1% -$6.36K 0.08% 141
2021
Q2 		$511K Sell
12,411
-619
-5% -$25.4K 0.08% 137
2021
Q1 		$504K Buy
13,030
+591
+5% +$20.4K 0.08% 134
2020
Q4 		$377K Buy
12,439
+13
+0.1% +$348 0.06% 143
2020
Q3 		$299K Sell
12,426
-1,069
-8% -$26.6K 0.05% 156
2020
Q2 		$320K Sell
13,495
-291
-2% -$6.88K 0.06% 139
2020
Q1 		$292K Sell
13,786
-21,193
-61% -$635K 0.06% 129
2019
Q4 		$1.23M Buy
34,979
+816
+2% +$26.4K 0.19% 72
2019
Q3 		$996K Sell
34,163
-5,053
-13% -$145K 0.17% 80
2019
Q2 		$1.14M Sell
39,216
-5,418
-12% -$156K 0.19% 71
2019
Q1 		$1.23M Sell
44,634
-70,882
-61% -$2M 0.23% 67
2018
Q4 		$2.85M Sell
115,516
-9,772
-8% -$265K 0.5% 36
2018
Q3 		$3.69M Sell
125,288
-560
-0.4% -$17.1K 0.52% 42
2018
Q2 		$3.55M Buy
125,848
+6,686
+6% +$199K 0.56% 40
2018
Q1 		$3.57M Buy
119,162
+3,092
+3% +$97.1K 0.61% 36
2017
Q4 		$3.43M Buy
116,070
+73,966
+176% +$2.04M 0.59% 35
2017
Q3 		$1.07M Buy
42,104
+1,711
+4% +$41.5K 0.24% 55
2017
Q2 		$979K Sell
40,393
-1,510
-4% -$35.2K 0.23% 62
2017
Q1 		$970K Sell
41,903
-676
-2% -$16K 0.22% 56
2016
Q4 		$974K Buy
42,579
+8,277
+24% +$159K 0.24% 57
2016
Q3 		$543K Sell
34,302
-6,277
-15% -$93.5K 0.17% 72
2016
Q2 		$538K Sell
40,579
-134
-0.3% -$1.88K 0.18% 69
2016
Q1 		$550K Buy
+40,713
New +$550K 0.21% 60

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 Private Wealth Advisors's BAC Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its Bank of America (BAC) stake by 1.5% in Q1 2026, selling an estimated $11.7K and leaving 14,817 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #138.

TRUE Private Wealth Advisors first reported a position in BAC in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.69M in Q3 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • TRUE Private Wealth Advisors held 14,817 shares of Bank of America worth $722K as of Q1 2026.
  • TRUE Private Wealth Advisors sold 226 Bank of America shares in Q1 2026, an estimated $11.7K.
  • Bank of America made up 0.07% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #138 holding.
  • TRUE Private Wealth Advisors first reported a position in Bank of America in Q1 2016 and has held it in 41 quarters since.
  • TRUE Private Wealth Advisors's Bank of America position peaked at $3.69M in Q3 2018.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.