Widmann Financial Services’s Bank of America BAC Stock Holding History

Widmann Financial Services’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	$317K	Buy	6,506 +28	+0.4%	+$1.45K	0.19%	95
2025 Q4	$356K	Sell	6,478 -700	-10%	-$37K	0.22%	83
2025 Q3	$370K	Hold	7,178	–	–	0.23%	80
2025 Q2	$340K	Hold	7,178	–	–	0.24%	79
2025 Q1	$300K	Hold	7,178	–	–	0.23%	81
2024 Q4	$315K	Hold	7,178	–	–	0.24%	76
2024 Q3	$285K	Sell	7,178 -470	-6%	-$18.8K	0.22%	82
2024 Q2	$304K	Sell	7,648 -270	-3%	-$10.3K	0.25%	76
2024 Q1	$300K	Sell	7,918 -578	-7%	-$19.8K	0.25%	73
2023 Q4	$286K	Buy	8,496 +498	+6%	+$14.5K	0.26%	75
2023 Q3	$219K	Buy	7,998 +845	+12%	+$25K	0.22%	77
2023 Q2	$205K	Sell	7,153 -242	-3%	-$6.91K	0.2%	80
2023 Q1	$212K	Buy	7,395 +296	+4%	+$9.77K	0.21%	74
2022 Q4	$235K	Buy	7,099 +2	+0%	+$69	0.25%	71
2022 Q3	$214K	Buy	7,097 +36	+0.5%	+$1.2K	0.24%	74
2022 Q2	$219K	Buy	7,061 +1,002	+17%	+$36.1K	0.23%	76
2022 Q1	$249K	Buy	6,059 +1	+0%	+$45	0.22%	72
2021 Q4	$269K	Buy	+6,058	New	+$276K	0.22%	75

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

Widmann Financial Services's BAC Position: Q1 2026 in Review

Widmann Financial Services increased its Bank of America (BAC) stake by 0.43% in Q1 2026, buying an estimated $1.45K and bringing the position to 6,506 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #95.

Widmann Financial Services first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $370K in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Widmann Financial Services held 6,506 shares of Bank of America worth $317K as of Q1 2026.
Widmann Financial Services bought 28 Bank of America shares in Q1 2026, an estimated $1.45K.
Bank of America made up 0.19% of Widmann Financial Services's portfolio in Q1 2026, its #95 holding.
Widmann Financial Services first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Widmann Financial Services's Bank of America position peaked at $370K in Q3 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.