Waterford Advisors’s Bank of America BAC Stock Holding History

Waterford 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	–	Sell	-4,131	Closed	-$227K	–	58
2025 Q4	$227K	Hold	4,131	–	–	0.09%	47
2025 Q3	$213K	Buy	+4,131	New	+$202K	0.07%	52
2024 Q3	–	Sell	-5,313	Closed	-$211K	–	51
2024 Q2	$211K	Sell	5,313 -280	-5%	-$10.7K	0.09%	52
2024 Q1	$212K	Buy	+5,593	New	+$192K	0.09%	53

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

Waterford Advisors's BAC Position: Q1 2026 in Review

Waterford Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,131 shares — an estimated $227K sold.

Waterford Advisors first reported a position in BAC in Q1 2024 and held it in 4 quarters. The position peaked at $227K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Waterford Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Waterford Advisors sold 4,131 Bank of America shares in Q1 2026, an estimated $227K.
Waterford Advisors first reported a position in Bank of America in Q1 2024 and held it in 4 quarters.
Waterford Advisors's Bank of America position peaked at $227K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.