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Wealth Effects’s Bank of America BAC Stock Holding History

Wealth Effects’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 		$1.01M Sell
20,647
-265
-1% -$13.7K 0.36% 60
2025
Q4 		$1.15M Sell
20,912
-2,925
-12% -$155K 0.36% 49
2025
Q3 		$1.23M Sell
23,837
-1,000
-4% -$48.8K 0.4% 49
2025
Q2 		$1.18M Buy
24,837
+2,300
+10% +$96.8K 0.44% 45
2025
Q1 		$940K Buy
22,537
+796
+4% +$35.5K 0.4% 57
2024
Q4 		$956K Sell
21,741
-2,906
-12% -$128K 0.34% 60
2024
Q3 		$978K Buy
24,647
+1
+0% +$40 0.34% 61
2024
Q2 		$980K Sell
24,646
-1,105
-4% -$42.3K 0.36% 59
2024
Q1 		$976K Sell
25,751
-3,291
-11% -$113K 0.36% 59
2023
Q4 		$978K Sell
29,042
-1,024
-3% -$29.8K 0.37% 63
2023
Q3 		$823K Sell
30,066
-520
-2% -$15.4K 0.41% 56
2023
Q2 		$878K Sell
30,586
-709
-2% -$20.2K 0.39% 54
2023
Q1 		$895K Sell
31,295
-596
-2% -$19.7K 0.46% 52
2022
Q4 		$1.06M Sell
31,891
-18,145
-36% -$625K 0.6% 36
2022
Q3 		$1.51M Sell
50,036
-17
-0% -$568 0.92% 23
2022
Q2 		$1.56M Sell
50,053
-1,163
-2% -$41.9K 0.94% 24
2022
Q1 		$2.11M Buy
51,216
+48
+0.1% +$2.17K 0.99% 19
2021
Q4 		$2.28M Buy
+51,168
New +$2.33M 0.94% 19

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 Effects's BAC Position: Q1 2026 in Review

Wealth Effects reduced its Bank of America (BAC) stake by 1.3% in Q1 2026, selling an estimated $13.7K and leaving 20,647 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #60.

Wealth Effects first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wealth Effects held 20,647 shares of Bank of America worth $1.01M as of Q1 2026.
  • Wealth Effects sold 265 Bank of America shares in Q1 2026, an estimated $13.7K.
  • Bank of America made up 0.36% of Wealth Effects's portfolio in Q1 2026, its #60 holding.
  • Wealth Effects first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Bank of America position peaked at $2.28M in Q4 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.