WealthCare Investment Partners’s Bank of America BAC Stock Holding History

WealthCare Investment Partners’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	$637K	Hold	13,066	–	–	0.18%	103
2025 Q4	$731K	Buy	13,066 +65	+0.5%	+$3.44K	0.21%	92
2025 Q3	$659K	Buy	13,001 +69	+0.5%	+$3.37K	0.21%	97
2025 Q2	$633K	Sell	12,932 -65	-0.5%	-$2.73K	0.23%	90
2025 Q1	$480K	Sell	12,997 -101	-0.8%	-$4.5K	0.2%	93
2024 Q4	$580K	Buy	13,098 +211	+2%	+$9.28K	0.25%	81
2024 Q3	$515K	Sell	12,887 -74	-0.6%	-$2.97K	0.23%	84
2024 Q2	$515K	Buy	12,961 +150	+1%	+$5.75K	0.24%	80
2024 Q1	$486K	Sell	12,811 -2,155	-14%	-$74K	0.23%	84
2023 Q4	$511K	Buy	14,966 +1,818	+14%	+$52.9K	0.28%	77
2023 Q3	$351K	Buy	13,148 +68	+0.5%	+$2.01K	0.21%	83
2023 Q2	$380K	Sell	13,080 -234	-2%	-$6.68K	0.23%	78
2023 Q1	$381K	Buy	13,314 +276	+2%	+$9.11K	0.23%	87
2022 Q4	$432K	Sell	13,038 -472	-3%	-$16.3K	0.29%	75
2022 Q3	$408K	Buy	13,510 +726	+6%	+$24.3K	0.34%	72
2022 Q2	$398K	Buy	12,784 +82	+0.6%	+$2.95K	0.34%	68
2022 Q1	$493K	Sell	12,702 -12	-0.1%	-$541	0.44%	58
2021 Q4	$566K	Buy	+12,714	New	+$579K	0.55%	46

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

WealthCare Investment Partners's BAC Position: Q1 2026 in Review

WealthCare Investment Partners held its Bank of America (BAC) position steady in Q1 2026 at 13,066 shares worth $637K. The position accounts for 0.18% of the portfolio, ranked #103.

WealthCare Investment Partners first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $731K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

WealthCare Investment Partners held 13,066 shares of Bank of America worth $637K as of Q1 2026.
WealthCare Investment Partners left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.18% of WealthCare Investment Partners's portfolio in Q1 2026, its #103 holding.
WealthCare Investment Partners first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
WealthCare Investment Partners's Bank of America position peaked at $731K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.