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Wealth Advisory Solutions’s Bank of America BAC Stock Holding History

Wealth Advisory Solutions’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 		$228K Buy
4,684
+75
+2% +$3.87K 0.05% 127
2025
Q4 		$254K Sell
4,609
-553
-11% -$29.2K 0.06% 119
2025
Q3 		$266K Buy
5,162
+36
+0.7% +$1.76K 0.06% 118
2025
Q2 		$243K Buy
5,126
+214
+4% +$9K 0.06% 127
2025
Q1 		$205K Buy
4,912
+7
+0.1% +$312 0.05% 134
2024
Q4 		$216K Buy
+4,905
New +$216K 0.06% 118
2024
Q3 		– Sell
-5,379
Closed -$214K – 123
2024
Q2 		$214K Sell
5,379
-3,276
-38% -$126K 0.06% 116
2024
Q1 		$328K Sell
8,655
-4,684
-35% -$161K 0.09% 104
2023
Q4 		$449K Sell
13,339
-2,724
-17% -$79.3K 0.16% 57
2023
Q3 		$440K Buy
16,063
+4,175
+35% +$124K 0.09% 97
2023
Q2 		$341K Buy
11,888
+449
+4% +$12.8K 0.09% 88
2023
Q1 		$327K Sell
11,439
-281
-2% -$9.28K 0.09% 104
2022
Q4 		$388K Sell
11,720
-1,288
-10% -$44.4K 0.1% 101
2022
Q3 		$393K Sell
13,008
-121,164
-90% -$4.05M 0.11% 103
2022
Q2 		$4.18M Buy
134,172
+531
+0.4% +$19.1K 1.03% 30
2022
Q1 		$5.51M Buy
+133,641
New +$6.03M 1.15% 28
2021
Q3 		$5.71M Buy
134,390
+7,140
+6% +$288K 1.27% 20
2021
Q2 		$5.25M Sell
127,250
-120,918
-49% -$4.96M 1.25% 23
2021
Q1 		$8.71M Buy
248,168
+225,385
+989% +$7.78M 6.5% 2
2020
Q4 		$690K Buy
22,783
+1,908
+9% +$51.1K 0.19% 79
2020
Q3 		$502K Buy
20,875
+718
+4% +$17.9K 0.13% 108
2020
Q2 		$478K Buy
+20,157
New +$476K 0.13% 111

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

Wealth Advisory Solutions's BAC Position: Q1 2026 in Review

Wealth Advisory Solutions increased its Bank of America (BAC) stake by 1.6% in Q1 2026, buying an estimated $3.87K and bringing the position to 4,684 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #127.

Wealth Advisory Solutions first reported a position in BAC in Q2 2020 and has held it in 22 quarters since. The position peaked at $8.71M in Q1 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wealth Advisory Solutions held 4,684 shares of Bank of America worth $228K as of Q1 2026.
  • Wealth Advisory Solutions bought 75 Bank of America shares in Q1 2026, an estimated $3.87K.
  • Bank of America made up 0.05% of Wealth Advisory Solutions's portfolio in Q1 2026, its #127 holding.
  • Wealth Advisory Solutions first reported a position in Bank of America in Q2 2020 and has held it in 22 quarters since.
  • Wealth Advisory Solutions's Bank of America position peaked at $8.71M in Q1 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.