WCG Wealth Advisors’s Bank of America BAC Stock Holding History

WCG Wealth 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	$3.69M	Sell	75,653 -11,542	-13%	-$596K	0.1%	188
2025 Q4	$4.8M	Buy	87,195 +10,346	+13%	+$547K	0.13%	151
2025 Q3	$3.96M	Sell	76,849 -2,256	-3%	-$110K	0.25%	96
2025 Q2	$3.74M	Sell	79,105 -16,384	-17%	-$689K	0.24%	106
2025 Q1	$3.98M	Sell	95,489 -12,999	-12%	-$579K	0.3%	91
2024 Q4	$4.77M	Buy	108,488 +4,544	+4%	+$200K	0.32%	91
2024 Q3	$4.12M	Buy	103,944 +36,968	+55%	+$1.48M	0.28%	98
2024 Q2	$2.66M	Buy	66,976 +4,181	+7%	+$160K	0.2%	110
2024 Q1	$2.38M	Sell	62,795 -17,226	-22%	-$591K	0.2%	110
2023 Q4	$2.69M	Sell	80,021 -7,419	-8%	-$216K	0.2%	104
2023 Q3	$2.41M	Buy	+87,440	New	+$2.59M	0.18%	122
2023 Q2	–	Sell	-46,337	Closed	-$1.32M	–	161
2023 Q1	$1.32M	Buy	+46,337	New	+$1.53M	0.17%	93
2022 Q4	–	Sell	-7,082	Closed	-$286K	–	164
2022 Q3	$286K	Sell	7,082 -2,518	-26%	-$84.2K	0.04%	231
2022 Q2	$299K	Buy	+9,600	New	+$346K	0.04%	215

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

WCG Wealth Advisors's BAC Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Bank of America (BAC) stake by 13% in Q1 2026, selling an estimated $596K and leaving 75,653 shares worth $3.69M. The position accounts for 0.1% of the portfolio, ranked #188.

WCG Wealth Advisors first reported a position in BAC in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.8M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

WCG Wealth Advisors held 75,653 shares of Bank of America worth $3.69M as of Q1 2026.
WCG Wealth Advisors sold 11,542 Bank of America shares in Q1 2026, an estimated $596K.
Bank of America made up 0.1% of WCG Wealth Advisors's portfolio in Q1 2026, its #188 holding.
WCG Wealth Advisors first reported a position in Bank of America in Q2 2022 and has held it in 14 quarters since.
WCG Wealth Advisors's Bank of America position peaked at $4.8M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.