WFA of San Diego’s Bank of America BAC Stock Holding History

WFA of San Diego’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	$177K	Hold	3,623	–	–	0.14%	94
2025 Q4	$199K	Buy	3,623 +137	+4%	+$7.24K	0.15%	95
2025 Q3	$180K	Hold	3,486	–	–	0.12%	101
2025 Q2	$165K	Buy	+3,486	New	+$147K	0.12%	100
2024 Q3	$297K	Sell	7,493 -43	-0.6%	-$1.72K	0.25%	79
2024 Q2	$300K	Buy	+7,536	New	+$289K	0.27%	72
2023 Q3	$203K	Sell	7,406 -180	-2%	-$5.33K	0.21%	78
2023 Q2	$218K	Sell	7,586 -69	-0.9%	-$1.97K	0.21%	78
2023 Q1	$219K	Sell	7,655 -1,736	-18%	-$57.3K	0.23%	70
2022 Q4	$311K	Sell	9,391 -181	-2%	-$6.23K	0.24%	70
2022 Q3	$289K	Buy	9,572 +2,360	+33%	+$78.9K	0.26%	74
2022 Q2	$225K	Sell	7,212 -443	-6%	-$15.9K	0.19%	78
2022 Q1	$316K	Sell	7,655 -2,351	-23%	-$106K	0.24%	75
2021 Q4	$445K	Buy	10,006 +1,985	+25%	+$90.4K	0.26%	74
2021 Q3	$340K	Sell	8,021 -75	-0.9%	-$3.02K	0.24%	77
2021 Q2	$334K	Sell	8,096 -410	-5%	-$16.8K	0.26%	69
2021 Q1	$329K	Buy	+8,506	New	+$294K	0.27%	68
2020 Q4	–	Sell	-10,225	Closed	-$246K	–	95
2020 Q3	$246K	Sell	10,225 -174,400	-94%	-$4.34M	0.23%	71
2020 Q2	$6.22M	Buy	+184,625	New	+$4.36M	1.46%	9

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

WFA of San Diego's BAC Position: Q1 2026 in Review

WFA of San Diego held its Bank of America (BAC) position steady in Q1 2026 at 3,623 shares worth $177K. The position accounts for 0.14% of the portfolio, ranked #94.

WFA of San Diego first reported a position in BAC in Q2 2020 and has held it in 19 quarters since. The position peaked at $6.22M in Q2 2020. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

WFA of San Diego held 3,623 shares of Bank of America worth $177K as of Q1 2026.
WFA of San Diego left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.14% of WFA of San Diego's portfolio in Q1 2026, its #94 holding.
WFA of San Diego first reported a position in Bank of America in Q2 2020 and has held it in 19 quarters since.
WFA of San Diego's Bank of America position peaked at $6.22M in Q2 2020.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.