Wealthspire Advisors (New York)’s Bank of America BAC Stock Holding History

Wealthspire Advisors (New York)’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	$3.9M	Sell	80,014 -56,716	-41%	-$2.93M	0.03%	188
2025 Q4	$7.52M	Buy	136,730 +41,268	+43%	+$2.18M	0.06%	133
2025 Q3	$4.92M	Sell	95,462 -8,796	-8%	-$429K	0.03%	170
2025 Q2	$4.93M	Sell	104,258 -26,952	-21%	-$1.13M	0.03%	160
2025 Q1	$5.48M	Sell	131,210 -1,039	-0.8%	-$46.3K	0.03%	156
2024 Q4	$5.81M	Sell	132,249 -34,381	-21%	-$1.51M	0.06%	136
2024 Q3	$6.61M	Buy	166,630 +41,090	+33%	+$1.65M	0.07%	129
2024 Q2	$4.99M	Buy	125,540 +6,708	+6%	+$257K	0.06%	118
2024 Q1	$4.51M	Buy	118,832 +1,287	+1%	+$44.2K	0.06%	118
2023 Q4	$3.96M	Buy	117,545 +7,838	+7%	+$228K	0.06%	124
2023 Q3	$3M	Buy	109,707 +5,827	+6%	+$172K	0.05%	134
2023 Q2	$2.98M	Sell	103,880 -3,212	-3%	-$91.7K	0.05%	120
2023 Q1	$3.06M	Sell	107,092 -18,465	-15%	-$610K	0.05%	121
2022 Q4	$4.16M	Sell	125,557 -9,948	-7%	-$343K	0.08%	107
2022 Q3	$4.09M	Buy	135,505 +28,049	+26%	+$938K	0.09%	101
2022 Q2	$3.35M	Buy	107,456 +10,098	+10%	+$364K	0.07%	111
2022 Q1	$4.01M	Sell	97,358 -19,320	-17%	-$872K	0.09%	85
2021 Q4	$5.19M	Sell	116,678 -27,672	-19%	-$1.26M	0.11%	80
2021 Q3	$6.13M	Buy	144,350 +71,437	+98%	+$2.88M	0.13%	83
2021 Q2	$3.01M	Sell	72,913 -95,211	-57%	-$3.9M	0.08%	86
2021 Q1	$6.5M	Buy	168,124 +76,384	+83%	+$2.64M	0.15%	77
2020 Q4	$2.78M	Buy	91,740 +42,608	+87%	+$1.14M	0.08%	108
2020 Q3	$1.18M	Buy	49,132 +5,464	+13%	+$136K	0.07%	115
2020 Q2	$1.04M	Sell	43,668 -72,979	-63%	-$1.72M	0.07%	104
2020 Q1	$2.48M	Buy	116,647 +87,004	+294%	+$2.61M	0.1%	111
2019 Q4	$1.04M	Buy	29,643 +7,566	+34%	+$245K	0.08%	62
2019 Q3	$644K	Buy	+22,077	New	+$635K	0.05%	71
2019 Q1	–	Sell	-5,794	Closed	-$143K	–	115
2018 Q4	$143K	Buy	+5,794	New	+$157K	0.01%	86

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

Wealthspire Advisors (New York)'s BAC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Bank of America (BAC) stake by 41% in Q1 2026, selling an estimated $2.93M and leaving 80,014 shares worth $3.9M. The position accounts for 0.03% of the portfolio, ranked #188.

Wealthspire Advisors (New York) first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.52M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Wealthspire Advisors (New York) held 80,014 shares of Bank of America worth $3.9M as of Q1 2026.
Wealthspire Advisors (New York) sold 56,716 Bank of America shares in Q1 2026, an estimated $2.93M.
Bank of America made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #188 holding.
Wealthspire Advisors (New York) first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Bank of America position peaked at $7.52M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.