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Westwood Wealth Management’s Bank of America BAC Stock Holding History

Westwood 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 		– Sell
-5,054
Closed -$278K – 52
2025
Q4 		$278K Buy
+5,054
New +$267K 0.21% 85

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VCM
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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

Westwood Wealth Management's BAC Position: Q1 2026 in Review

Westwood Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 5,054 shares — an estimated $278K sold.

Westwood Wealth Management first reported a position in BAC in Q4 2025 and held it in 1 quarter. The position peaked at $278K in Q4 2025. 3,465 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Westwood Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 5,054 Bank of America shares in Q1 2026, an estimated $278K.
  • Westwood Wealth Management first reported a position in Bank of America in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Bank of America position peaked at $278K in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.