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Wescott Financial Advisory Group’s Bank of America BAC Stock Holding History

Wescott Financial Advisory 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 		$886K Buy
18,181
+534
+3% +$27.6K 0.08% 105
2025
Q4 		$971K Buy
17,647
+2,116
+14% +$112K 0.08% 102
2025
Q3 		$801K Buy
15,531
+219
+1% +$10.7K 0.07% 104
2025
Q2 		$725K Sell
15,312
-384
-2% -$16.2K 0.07% 103
2025
Q1 		$655K Buy
15,696
+283
+2% +$12.6K 0.07% 99
2024
Q4 		$677K Buy
15,413
+413
+3% +$18.2K 0.07% 100
2024
Q3 		$595K Buy
15,000
+149
+1% +$5.97K 0.06% 103
2024
Q2 		$591K Buy
14,851
+311
+2% +$11.9K 0.07% 105
2024
Q1 		$551K Sell
14,540
-63
-0.4% -$2.16K 0.07% 104
2023
Q4 		$492K Buy
14,603
+63
+0.4% +$1.83K 0.07% 106
2023
Q3 		$398K Sell
14,540
-1,200
-8% -$35.5K 0.07% 108
2023
Q2 		$452K Buy
15,740
+220
+1% +$6.28K 0.08% 105
2023
Q1 		$444K Buy
15,520
+807
+5% +$26.6K 0.1% 100
2022
Q4 		$487K Sell
14,713
-276
-2% -$9.51K 0.11% 96
2022
Q3 		$453K Sell
14,989
-72
-0.5% -$2.41K 0.13% 90
2022
Q2 		$469K Sell
15,061
-146
-1% -$5.26K 0.13% 84
2022
Q1 		$627K Buy
15,207
+248
+2% +$11.2K 0.16% 72
2021
Q4 		$666K Sell
14,959
-613
-4% -$27.9K 0.34% 35
2021
Q3 		$661K Buy
15,572
+355
+2% +$14.3K 0.37% 31
2021
Q2 		$580K Sell
15,217
-61
-0.4% -$2.5K 0.34% 35
2021
Q1 		$591K Buy
15,278
+112
+0.7% +$3.87K 0.38% 30
2020
Q4 		$460K Buy
+15,166
New +$406K 0.32% 34

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

Wescott Financial Advisory Group's BAC Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Bank of America (BAC) stake by 3% in Q1 2026, buying an estimated $27.6K and bringing the position to 18,181 shares worth $886K. The position accounts for 0.08% of the portfolio, ranked #105.

Wescott Financial Advisory Group first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $971K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wescott Financial Advisory Group held 18,181 shares of Bank of America worth $886K as of Q1 2026.
  • Wescott Financial Advisory Group bought 534 Bank of America shares in Q1 2026, an estimated $27.6K.
  • Bank of America made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #105 holding.
  • Wescott Financial Advisory Group first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's Bank of America position peaked at $971K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.