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Wallace Advisory Group’s Bank of America BAC Stock Holding History

Wallace Advisory 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 		$338K Sell
6,926
-222
-3% -$11.5K 0.36% 68
2025
Q4 		$393K Sell
7,148
-3,910
-35% -$207K 0.41% 59
2025
Q3 		$523K Sell
11,058
-2,177
-16% -$106K 0.42% 68
2025
Q2 		$552K Sell
13,235
-164
-1% -$6.9K 0.4% 73
2025
Q1 		$589K Sell
13,399
-212
-2% -$9.45K 0.41% 67
2024
Q4 		$540K Sell
13,611
-3,199
-19% -$141K 0.37% 74
2024
Q3 		$669K Sell
16,810
-556
-3% -$22.3K 0.49% 45
2024
Q2 		$691K Buy
17,366
+1,345
+8% +$51.5K 0.5% 46
2024
Q1 		$539K Buy
16,021
+4,566
+40% +$157K 0.41% 66
2023
Q4 		$314K Sell
11,455
-941
-8% -$27.4K 0.25% 103
2023
Q3 		$356K Buy
12,396
+1,284
+12% +$38K 0.26% 103
2023
Q2 		$318K Hold
11,112
– – 0.24% 109
2023
Q1 		$318K Buy
11,112
+279
+3% +$9.21K 0.24% 109
2022
Q4 		$359K Buy
+10,833
New +$373K 0.28% 100

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

Wallace Advisory Group's BAC Position: Q1 2026 in Review

Wallace Advisory Group reduced its Bank of America (BAC) stake by 3.1% in Q1 2026, selling an estimated $11.5K and leaving 6,926 shares worth $338K. The position accounts for 0.36% of the portfolio, ranked #68.

Wallace Advisory Group first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $691K in Q2 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wallace Advisory Group held 6,926 shares of Bank of America worth $338K as of Q1 2026.
  • Wallace Advisory Group sold 222 Bank of America shares in Q1 2026, an estimated $11.5K.
  • Bank of America made up 0.36% of Wallace Advisory Group's portfolio in Q1 2026, its #68 holding.
  • Wallace Advisory Group first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's Bank of America position peaked at $691K in Q2 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.