WA
BAC icon

WESPAC Advisors’s Bank of America BAC Stock Holding History

WESPAC Advisors’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 		$753K Sell
15,437
-5,423
-26% -$280K 0.41% 79
2025
Q4 		$1.15M Buy
20,860
+3,540
+20% +$187K 0.62% 51
2025
Q3 		$894K Sell
17,320
-1,506
-8% -$73.5K 0.52% 68
2025
Q2 		$891K Buy
18,826
+3
+0% +$126 0.62% 62
2025
Q1 		$785K Sell
18,823
-212
-1% -$9.45K 0.64% 59
2024
Q4 		$837K Buy
19,035
+5,013
+36% +$221K 0.62% 58
2024
Q3 		$556K Buy
14,022
+4
+0% +$160 0.41% 86
2024
Q2 		$557K Sell
14,018
-48
-0.3% -$1.84K 0.44% 81
2024
Q1 		$533K Hold
14,066
– – 0.31% 103
2023
Q4 		$474K Hold
14,066
– – 0.33% 97
2023
Q3 		$385K Sell
14,066
-2,901
-17% -$85.8K 0.29% 98
2023
Q2 		$487K Buy
16,967
+2,001
+13% +$57.1K 0.39% 77
2023
Q1 		$428K Sell
14,966
-14,888
-50% -$491K 0.4% 74
2022
Q4 		$989K Buy
29,854
+762
+3% +$26.2K 1.71% 16
2022
Q3 		$879K Buy
+29,092
New +$973K 1.18% 28
2018
Q2 		– Sell
-97,836
Closed -$2.93M – 107
2018
Q1 		$2.93M Buy
97,836
+6,822
+7% +$214K 1.79% 11
2017
Q4 		$2.69M Buy
+91,014
New +$2.51M 2.49% 4
2015
Q1 		– Sell
-167,843
Closed -$3M – 118
2014
Q4 		$3M Buy
167,843
+129,594
+339% +$2.22M 2.11% 8
2014
Q3 		$652K Buy
38,249
+7,363
+24% +$117K 0.52% 72
2014
Q2 		$475K Sell
30,886
-2,335
-7% -$36.3K 0.54% 73
2014
Q1 		$571K Buy
+33,221
New +$559K 0.49% 83

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

WESPAC Advisors's BAC Position: Q1 2026 in Review

WESPAC Advisors reduced its Bank of America (BAC) stake by 26% in Q1 2026, selling an estimated $280K and leaving 15,437 shares worth $753K. The position accounts for 0.41% of the portfolio, ranked #79.

WESPAC Advisors first reported a position in BAC in Q1 2014 and has held it in 21 quarters since. The position peaked at $3M in Q4 2014. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • WESPAC Advisors held 15,437 shares of Bank of America worth $753K as of Q1 2026.
  • WESPAC Advisors sold 5,423 Bank of America shares in Q1 2026, an estimated $280K.
  • Bank of America made up 0.41% of WESPAC Advisors's portfolio in Q1 2026, its #79 holding.
  • WESPAC Advisors first reported a position in Bank of America in Q1 2014 and has held it in 21 quarters since.
  • WESPAC Advisors's Bank of America position peaked at $3M in Q4 2014.
  • 3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.