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Wayfinding Financial’s Bank of America BAC Stock Holding History

Wayfinding Financial’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 		$1.14M Buy
23,451
+338
+1% +$17.4K 0.5% 43
2025
Q4 		$1.27M Sell
23,113
-171
-0.7% -$9.04K 0.54% 39
2025
Q3 		$1.2M Buy
23,284
+1
+0% +$49 0.52% 40
2025
Q2 		$1.07M Buy
23,283
+12
+0.1% +$505 0.48% 43
2025
Q1 		$971K Buy
23,271
+143
+0.6% +$6.37K 0.43% 43
2024
Q4 		$1.02M Buy
23,128
+61
+0.3% +$2.68K 0.54% 38
2024
Q3 		$915K Sell
23,067
-2,329
-9% -$93.3K 0.68% 27
2024
Q2 		$1.01M Buy
25,396
+105
+0.4% +$4.02K 0.57% 37
2024
Q1 		$953K Buy
25,291
+218
+0.9% +$7.48K 0.56% 40
2023
Q4 		$844K Buy
25,073
+884
+4% +$25.7K 0.57% 39
2023
Q3 		$645K Sell
24,189
-437
-2% -$12.9K 0.49% 41
2023
Q2 		$785K Buy
24,626
+2,554
+12% +$72.9K 0.55% 37
2023
Q1 		$631K Buy
22,072
+2,040
+10% +$67.3K 0.48% 39
2022
Q4 		$910K Sell
20,032
-2,317
-10% -$79.8K 0.73% 24
2022
Q3 		$674K Buy
22,349
+969
+5% +$32.4K 0.63% 29
2022
Q2 		$665K Buy
21,380
+371
+2% +$13.4K 0.58% 31
2022
Q1 		$786K Buy
21,009
+977
+5% +$44.1K 0.66% 27
2021
Q4 		$910K Buy
+20,032
New +$913K 0.73% 24

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

Wayfinding Financial's BAC Position: Q1 2026 in Review

Wayfinding Financial increased its Bank of America (BAC) stake by 1.5% in Q1 2026, buying an estimated $17.4K and bringing the position to 23,451 shares worth $1.14M. The position accounts for 0.5% of the portfolio, ranked #43.

Wayfinding Financial first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.27M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wayfinding Financial held 23,451 shares of Bank of America worth $1.14M as of Q1 2026.
  • Wayfinding Financial bought 338 Bank of America shares in Q1 2026, an estimated $17.4K.
  • Bank of America made up 0.5% of Wayfinding Financial's portfolio in Q1 2026, its #43 holding.
  • Wayfinding Financial first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's Bank of America position peaked at $1.27M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.