Waypoint Wealth Counsel’s Bank of America BAC Stock Holding History

Waypoint Wealth Counsel’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	$365K	Sell	7,480 -2,122	-22%	-$110K	0.19%	111
2025 Q4	$528K	Buy	9,602 +866	+10%	+$45.8K	0.19%	100
2025 Q3	$451K	Buy	8,736 +1,104	+14%	+$53.9K	0.18%	108
2025 Q2	$361K	Sell	7,632 -143	-2%	-$6.02K	0.18%	88
2025 Q1	$324K	Buy	7,775 +359	+5%	+$16K	0.2%	70
2024 Q4	$326K	Buy	7,416 +747	+11%	+$32.9K	0.21%	64
2024 Q3	$265K	Buy	6,669 +993	+17%	+$39.8K	0.18%	82
2024 Q2	$226K	Buy	5,676 +55	+1%	+$2.11K	0.17%	78
2024 Q1	$213K	Buy	+5,621	New	+$193K	0.16%	88
2023 Q3	–	Sell	-7,376	Closed	-$212K	–	92
2023 Q2	$212K	Sell	7,376 -27,349	-79%	-$780K	0.19%	81
2023 Q1	$993K	Buy	34,725 +841	+2%	+$27.8K	0.77%	30
2022 Q4	$1.12M	Buy	+33,884	New	+$1.17M	0.9%	28

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

Waypoint Wealth Counsel's BAC Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Bank of America (BAC) stake by 22% in Q1 2026, selling an estimated $110K and leaving 7,480 shares worth $365K. The position accounts for 0.19% of the portfolio, ranked #111.

Waypoint Wealth Counsel first reported a position in BAC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2022. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Waypoint Wealth Counsel held 7,480 shares of Bank of America worth $365K as of Q1 2026.
Waypoint Wealth Counsel sold 2,122 Bank of America shares in Q1 2026, an estimated $110K.
Bank of America made up 0.19% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #111 holding.
Waypoint Wealth Counsel first reported a position in Bank of America in Q4 2022 and has held it in 12 quarters since.
Waypoint Wealth Counsel's Bank of America position peaked at $1.12M in Q4 2022.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.