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Weaver Consulting Group’s Bank of America BAC Stock Holding History

Weaver Consulting 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 		$408K Buy
8,361
+21
+0.3% +$1.08K 0.1% 166
2025
Q4 		$459K Buy
8,340
+311
+4% +$16.4K 0.11% 150
2025
Q3 		$414K Buy
8,029
+566
+8% +$27.6K 0.11% 152
2025
Q2 		$353K Buy
7,463
+23
+0.3% +$968 0.1% 160
2025
Q1 		$310K Buy
7,440
+400
+6% +$17.8K 0.09% 164
2024
Q4 		$309K Sell
7,040
-50
-0.7% -$2.2K 0.1% 157
2024
Q3 		$281K Sell
7,090
-133
-2% -$5.33K 0.09% 169
2024
Q2 		$287K Hold
7,223
– – 0.1% 154
2024
Q1 		$274K Hold
7,223
– – 0.1% 161
2023
Q4 		$243K Buy
+7,223
New +$210K 0.1% 165
2023
Q3 		– Sell
-7,554
Closed -$217K – 188
2023
Q2 		$217K Sell
7,554
-76
-1% -$2.17K 0.1% 165
2023
Q1 		$218K Hold
7,630
– – 0.1% 164
2022
Q4 		$253K Hold
7,630
– – 0.13% 146
2022
Q3 		$230K Buy
7,630
+76
+1% +$2.54K 0.13% 144
2022
Q2 		$235K Hold
7,554
– – 0.13% 141
2022
Q1 		$311K Sell
7,554
-216
-3% -$9.75K 0.15% 129
2021
Q4 		$346K Buy
7,770
+1,108
+17% +$50.5K 0.17% 114
2021
Q3 		$283K Hold
6,662
– – 0.15% 116
2021
Q2 		$275K Buy
6,662
+552
+9% +$22.6K 0.15% 116
2021
Q1 		$236K Buy
+6,110
New +$211K 0.14% 119
2020
Q4 		– Sell
-6,110
Closed -$147K – 200
2020
Q3 		$147K Hold
6,110
– – 0.08% 150
2020
Q2 		$145K Buy
6,110
+213
+4% +$5.03K 0.08% 153
2020
Q1 		$125K Sell
5,897
-751
-11% -$22.5K 0.08% 140
2019
Q4 		$194K Buy
6,648
+606
+10% +$19.6K 0.1% 114
2019
Q3 		$187K Buy
6,042
+2,408
+66% +$69.2K 0.1% 112
2019
Q2 		$105K Sell
3,634
-656
-15% -$18.9K 0.06% 147
2019
Q1 		$120K Buy
+4,290
New +$121K 0.03% 295

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

Weaver Consulting Group's BAC Position: Q1 2026 in Review

Weaver Consulting Group increased its Bank of America (BAC) stake by 0.25% in Q1 2026, buying an estimated $1.08K and bringing the position to 8,361 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #166.

Weaver Consulting Group first reported a position in BAC in Q1 2019 and has held it in 27 quarters since. The position peaked at $459K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Weaver Consulting Group held 8,361 shares of Bank of America worth $408K as of Q1 2026.
  • Weaver Consulting Group bought 21 Bank of America shares in Q1 2026, an estimated $1.08K.
  • Bank of America made up 0.1% of Weaver Consulting Group's portfolio in Q1 2026, its #166 holding.
  • Weaver Consulting Group first reported a position in Bank of America in Q1 2019 and has held it in 27 quarters since.
  • Weaver Consulting Group's Bank of America position peaked at $459K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.