Western Pacific Wealth Management’s Bank of America BAC Stock Holding History

Western Pacific Wealth Management’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	$48.9K	Hold	1,003	–	–	0.05%	116
2025 Q4	$55.2K	Hold	1,003	–	–	0.05%	110
2025 Q3	$51.7K	Hold	1,003	–	–	0.05%	128
2025 Q2	$47.5K	Sell	1,003 -3,519	-78%	-$148K	0.05%	135
2025 Q1	$189K	Hold	4,522	–	–	0.17%	65
2024 Q4	$199K	Hold	4,522	–	–	0.16%	64
2024 Q3	$179K	Buy	4,522 +1	+0%	+$40	0.12%	68
2024 Q2	$180K	Buy	4,521 +1	+0%	+$38	0.14%	55
2024 Q1	$171K	Buy	4,520 +1	+0%	+$34	0.12%	64
2023 Q4	$152K	Buy	4,519 +1	+0%	+$29	0.11%	61
2023 Q3	$124K	Buy	4,518 +2,491	+123%	+$73.7K	0.1%	66
2023 Q2	$58.2K	Hold	2,027	–	–	0.04%	132
2023 Q1	$58K	Sell	2,027 -455	-18%	-$15K	0.04%	132
2022 Q4	$82.2K	Buy	2,482 +964	+64%	+$33.2K	0.07%	88
2022 Q3	$45K	Hold	1,518	–	–	0.04%	106
2022 Q2	$47K	Hold	1,518	–	–	0.05%	76
2022 Q1	$62K	Hold	1,518	–	–	0.05%	81
2021 Q4	$67K	Buy	+1,518	New	+$69.2K	0.04%	88

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

Western Pacific Wealth Management's BAC Position: Q1 2026 in Review

Western Pacific Wealth Management held its Bank of America (BAC) position steady in Q1 2026 at 1,003 shares worth $48.9K. The position accounts for 0.05% of the portfolio, ranked #116.

Western Pacific Wealth Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $199K in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Western Pacific Wealth Management held 1,003 shares of Bank of America worth $48.9K as of Q1 2026.
Western Pacific Wealth Management left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.05% of Western Pacific Wealth Management's portfolio in Q1 2026, its #116 holding.
Western Pacific Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Bank of America position peaked at $199K in Q4 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.