Wealth Dimensions Group’s Bank of America BAC Stock Holding History

Wealth Dimensions Group’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	$622K	Buy	12,750 +369	+3%	+$19K	0.12%	91
2025 Q4	$681K	Sell	12,381 -1,676	-12%	-$88.6K	0.14%	79
2025 Q3	$725K	Sell	14,057 -142	-1%	-$6.93K	0.15%	80
2025 Q2	$672K	Buy	14,199 +109	+0.8%	+$4.59K	0.15%	84
2025 Q1	$588K	Sell	14,090 -162	-1%	-$7.22K	0.14%	86
2024 Q4	$626K	Buy	14,252 +7,989	+128%	+$351K	0.15%	77
2024 Q3	$249K	Sell	6,263 -279	-4%	-$11.2K	0.06%	129
2024 Q2	$260K	Sell	6,542 -737	-10%	-$28.2K	0.07%	123
2024 Q1	$276K	Sell	7,279 -192	-3%	-$6.59K	0.08%	115
2023 Q4	$252K	Sell	7,471 -414	-5%	-$12.1K	0.08%	120
2023 Q3	$216K	Buy	+7,885	New	+$233K	0.08%	124

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

Wealth Dimensions Group's BAC Position: Q1 2026 in Review

Wealth Dimensions Group increased its Bank of America (BAC) stake by 3% in Q1 2026, buying an estimated $19K and bringing the position to 12,750 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #91.

Wealth Dimensions Group first reported a position in BAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $725K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Wealth Dimensions Group held 12,750 shares of Bank of America worth $622K as of Q1 2026.
Wealth Dimensions Group bought 369 Bank of America shares in Q1 2026, an estimated $19K.
Bank of America made up 0.12% of Wealth Dimensions Group's portfolio in Q1 2026, its #91 holding.
Wealth Dimensions Group first reported a position in Bank of America in Q3 2023 and has held it in 11 quarters since.
Wealth Dimensions Group's Bank of America position peaked at $725K in Q3 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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