United Advisor Group’s Bank of America BAC Stock Holding History

United Advisor Group’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	$1.42M	Sell	29,076 -62	-0.2%	-$3.2K	0.17%	144
2025 Q4	$1.6M	Sell	29,138 -1,046	-3%	-$55.3K	0.2%	119
2025 Q3	$1.56M	Buy	30,184 +4,787	+19%	+$234K	0.21%	111
2025 Q2	$1.2M	Buy	25,397 +6,851	+37%	+$288K	0.21%	117
2025 Q1	$774K	Buy	18,546 +426	+2%	+$19K	0.16%	140
2024 Q4	$796K	Sell	18,120 -1,561	-8%	-$68.7K	0.16%	148
2024 Q3	$781K	Buy	19,681 +9,631	+96%	+$386K	0.18%	127
2024 Q2	$400K	Sell	10,050 -812	-7%	-$31.1K	0.12%	164
2024 Q1	$412K	Buy	+10,862	New	+$373K	0.15%	137

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's BAC Position: Q1 2026 in Review

United Advisor Group reduced its Bank of America (BAC) stake by 0.21% in Q1 2026, selling an estimated $3.2K and leaving 29,076 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #144.

United Advisor Group first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

United Advisor Group held 29,076 shares of Bank of America worth $1.42M as of Q1 2026.
United Advisor Group sold 62 Bank of America shares in Q1 2026, an estimated $3.2K.
Bank of America made up 0.17% of United Advisor Group's portfolio in Q1 2026, its #144 holding.
United Advisor Group first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Bank of America position peaked at $1.6M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.