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Unique Wealth Strategies’s Bank of America BAC Stock Holding History

Unique Wealth Strategies’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
-15,298
Closed -$841K – 219
2025
Q4 		$841K Buy
15,298
+97
+0.6% +$5.13K 0.33% 71
2025
Q3 		$784K Sell
15,201
-674
-4% -$32.9K 0.3% 81
2025
Q2 		$751K Sell
15,875
-114
-0.7% -$4.8K 0.31% 75
2025
Q1 		$667K Sell
15,989
-157
-1% -$7K 0.3% 75
2024
Q4 		$710K Sell
16,146
-388
-2% -$17.1K 0.31% 72
2024
Q3 		$656K Buy
16,534
+55
+0.3% +$2.2K 0.28% 93
2024
Q2 		$625K Hold
16,479
– – 0.29% 96
2024
Q1 		$625K Buy
16,479
+5,944
+56% +$204K 0.31% 96
2023
Q4 		$355K Buy
+10,535
New +$307K 0.24% 123

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

Unique Wealth Strategies's BAC Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Bank of America (BAC) in Q1 2026, closing a stake of 15,298 shares — an estimated $841K sold.

Unique Wealth Strategies first reported a position in BAC in Q4 2023 and held it in 9 quarters. The position peaked at $841K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Unique Wealth Strategies reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 15,298 Bank of America shares in Q1 2026, an estimated $841K.
  • Unique Wealth Strategies first reported a position in Bank of America in Q4 2023 and held it in 9 quarters.
  • Unique Wealth Strategies's Bank of America position peaked at $841K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.