Washington Trust Advisors’s Bank of America BAC Stock Holding History

Washington Trust 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	$258K	Sell	5,287 -93	-2%	-$4.8K	0.02%	201
2025 Q4	$296K	Buy	5,380 +4	+0.1%	+$211	0.02%	186
2025 Q3	$277K	Buy	5,376 +4	+0.1%	+$195	0.02%	192
2025 Q2	$254K	Buy	5,372 +333	+7%	+$14K	0.02%	177
2025 Q1	$210K	Buy	5,039 +132	+3%	+$5.88K	0.02%	194
2024 Q4	$216K	Sell	4,907 -237	-5%	-$10.4K	0.02%	191
2024 Q3	$204K	Sell	5,144 -459	-8%	-$18.4K	0.02%	198
2024 Q2	$223K	Buy	5,603 +9	+0.2%	+$345	0.02%	182
2024 Q1	$212K	Buy	5,594 +6	+0.1%	+$206	0.02%	191
2023 Q4	$188K	Buy	5,588 +10	+0.2%	+$291	0.02%	204
2023 Q3	$153K	Buy	5,578 +5	+0.1%	+$148	0.02%	207
2023 Q2	$160K	Buy	5,573 +6	+0.1%	+$171	0.02%	192
2023 Q1	$159K	Sell	5,567 -319	-5%	-$10.5K	0.02%	194
2022 Q4	$195K	Sell	5,886 -4,372	-43%	-$151K	0.02%	186
2022 Q3	$310K	Sell	10,258 -75	-0.7%	-$2.51K	0.03%	162
2022 Q2	$322K	Sell	10,333 -350	-3%	-$12.6K	0.03%	160
2022 Q1	$440K	Buy	10,683 +29	+0.3%	+$1.31K	0.03%	160
2021 Q4	$474K	Buy	+10,654	New	+$485K	0.03%	163

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

Washington Trust Advisors's BAC Position: Q1 2026 in Review

Washington Trust Advisors reduced its Bank of America (BAC) stake by 1.7% in Q1 2026, selling an estimated $4.8K and leaving 5,287 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #201.

Washington Trust Advisors first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $474K in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Washington Trust Advisors held 5,287 shares of Bank of America worth $258K as of Q1 2026.
Washington Trust Advisors sold 93 Bank of America shares in Q1 2026, an estimated $4.8K.
Bank of America made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #201 holding.
Washington Trust Advisors first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Bank of America position peaked at $474K in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.