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Wiser Advisor Group’s Bank of America BAC Stock Holding History

Wiser Advisor Group’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 		$25.3K Sell
519
-755
-59% -$39K 0.03% 116
2025
Q4 		$70.1K Buy
1,274
+755
+145% +$39.9K 0.08% 78
2025
Q3 		$26.8K Buy
+519
New +$25.3K 0.03% 122
2025
Q2 		– Sell
-572
Closed -$23.9K – 65
2025
Q1 		$23.9K Hold
572
– – 0.04% 135
2024
Q4 		$25.1K Hold
572
– – 0.04% 137
2024
Q3 		$22.7K Hold
572
– – 0.03% 144
2024
Q2 		$22.7K Sell
572
-65
-10% -$2.49K 0.04% 139
2024
Q1 		$24.2K Hold
637
– – 0.04% 135
2023
Q4 		$21.4K Buy
+637
New +$18.5K 0.04% 146

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

Wiser Advisor Group's BAC Position: Q1 2026 in Review

Wiser Advisor Group reduced its Bank of America (BAC) stake by 59% in Q1 2026, selling an estimated $39K and leaving 519 shares worth $25.3K. The position accounts for 0.03% of the portfolio, ranked #116.

Wiser Advisor Group first reported a position in BAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $70.1K in Q4 2025. 3,458 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wiser Advisor Group held 519 shares of Bank of America worth $25.3K as of Q1 2026.
  • Wiser Advisor Group sold 755 Bank of America shares in Q1 2026, an estimated $39K.
  • Bank of America made up 0.03% of Wiser Advisor Group's portfolio in Q1 2026, its #116 holding.
  • Wiser Advisor Group first reported a position in Bank of America in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's Bank of America position peaked at $70.1K in Q4 2025.
  • 3,458 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.