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UP Strategic Wealth Investment Advisors’s Bank of America BAC Stock Holding History

UP Strategic Wealth Investment 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 		$294K Buy
5,578
+200
+4% +$10.3K 0.19% 71
2025
Q4 		$304K Hold
5,378
– – 0.22% 65
2025
Q3 		$281K Hold
5,378
– – 0.21% 67
2025
Q2 		$254K Sell
5,378
-1,023
-16% -$43K 0.2% 76
2025
Q1 		$267K Buy
6,401
+1,528
+31% +$68.1K 0.24% 66
2024
Q4 		$214K Buy
+4,873
New +$214K 0.21% 76

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

UP Strategic Wealth Investment Advisors's BAC Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Bank of America (BAC) stake by 3.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 5,578 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #71.

UP Strategic Wealth Investment Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 5,578 shares of Bank of America worth $294K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 200 Bank of America shares in Q1 2026, an estimated $10.3K.
  • Bank of America made up 0.19% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • UP Strategic Wealth Investment Advisors's Bank of America position peaked at $304K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.