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Warm Springs Advisors’s Bank of America BAC Stock Holding History

Warm Springs 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 		$664K Hold
13,624
– – 0.56% 36
2025
Q4 		$749K Sell
13,624
-1,640
-11% -$86.7K 0.58% 35
2025
Q3 		$787K Hold
15,264
– – 0.6% 33
2025
Q2 		$722K Hold
15,264
– – 0.62% 32
2025
Q1 		$637K Sell
15,264
-1
-0% -$45 0.64% 37
2024
Q4 		$671K Buy
+15,265
New +$672K 0.62% 36

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Warm Springs Advisors's BAC Position: Q1 2026 in Review

Warm Springs Advisors held its Bank of America (BAC) position steady in Q1 2026 at 13,624 shares worth $664K. The position accounts for 0.56% of the portfolio, ranked #36.

Warm Springs Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $787K in Q3 2025. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Warm Springs Advisors held 13,624 shares of Bank of America worth $664K as of Q1 2026.
  • Warm Springs Advisors left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.56% of Warm Springs Advisors's portfolio in Q1 2026, its #36 holding.
  • Warm Springs Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Bank of America position peaked at $787K in Q3 2025.
  • 3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.