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TruWealth Advisors’s Bank of America BAC Stock Holding History

TruWealth 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 		$1.08M Sell
22,154
-1
-0% -$52 0.05% 95
2025
Q4 		$1.22M Sell
22,155
-339
-2% -$17.9K 0.06% 91
2025
Q3 		$1.16M Buy
22,494
+17
+0.1% +$829 0.06% 90
2025
Q2 		$1.06M Sell
22,477
-345
-2% -$14.5K 0.06% 88
2025
Q1 		$952K Sell
22,822
-2,001
-8% -$89.2K 0.06% 83
2024
Q4 		$1.09M Buy
24,823
+404
+2% +$17.8K 0.07% 78
2024
Q3 		$969K Sell
24,419
-1,379
-5% -$55.3K 0.06% 81
2024
Q2 		$1.03M Sell
25,798
-382
-1% -$14.6K 0.07% 80
2024
Q1 		$993K Sell
26,180
-1,957
-7% -$67.2K 0.07% 81
2023
Q4 		$947K Sell
28,137
-3,248
-10% -$94.6K 0.07% 74
2023
Q3 		$859K Sell
31,385
-305,727
-91% -$9.05M 0.07% 77
2023
Q2 		$9.67M Buy
337,112
+5,982
+2% +$171K 0.83% 38
2023
Q1 		$9.47M Buy
331,130
+11,909
+4% +$393K 0.87% 33
2022
Q4 		$10.6M Buy
319,221
+6,651
+2% +$229K 1.03% 26
2022
Q3 		$9.44M Sell
312,570
-181,120
-37% -$6.06M 1% 25
2022
Q2 		$15.4M Buy
493,690
+83,807
+20% +$3.02M 1.65% 18
2022
Q1 		$16.9M Buy
409,883
+17,041
+4% +$769K 1.76% 17
2021
Q4 		$17.5M Buy
392,842
+10,619
+3% +$484K 1.77% 16
2021
Q3 		$16.2M Sell
382,223
-28,245
-7% -$1.14M 1.81% 13
2021
Q2 		$16.9M Sell
410,468
-679
-0.2% -$27.8K 1.99% 11
2021
Q1 		$15.9M Buy
411,147
+13,484
+3% +$465K 2.16% 11
2020
Q4 		$12.1M Buy
+397,663
New +$10.7M 1.8% 15

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruWealth Advisors's BAC Position: Q1 2026 in Review

TruWealth Advisors reduced its Bank of America (BAC) stake by 0% in Q1 2026, selling an estimated $52 and leaving 22,154 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #95.

TruWealth Advisors first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.5M in Q4 2021. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • TruWealth Advisors held 22,154 shares of Bank of America worth $1.08M as of Q1 2026.
  • TruWealth Advisors sold 1 Bank of America share in Q1 2026, an estimated $52.
  • Bank of America made up 0.05% of TruWealth Advisors's portfolio in Q1 2026, its #95 holding.
  • TruWealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Bank of America position peaked at $17.5M in Q4 2021.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.