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WP Advisors’s Bank of America BAC Stock Holding History

WP Advisors’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 		$233K Buy
4,773
+27
+0.6% +$1.39K 0.06% 110
2025
Q4 		$261K Buy
4,746
+24
+0.5% +$1.27K 0.07% 102
2025
Q3 		$244K Buy
4,722
+25
+0.5% +$1.22K 0.06% 110
2025
Q2 		$222K Buy
+4,697
New +$198K 0.06% 112
2024
Q3 		– Sell
-7,863
Closed -$313K – 101
2024
Q2 		$313K Buy
7,863
+94
+1% +$3.6K 0.1% 91
2024
Q1 		$295K Sell
7,769
-25
-0.3% -$858 0.1% 94
2023
Q4 		$262K Buy
7,794
+69
+0.9% +$2.01K 0.1% 95
2023
Q3 		$212K Buy
7,725
+58
+0.8% +$1.72K 0.09% 96
2023
Q2 		$220K Buy
+7,667
New +$219K 0.09% 94
2023
Q1 		– Sell
-6,069
Closed -$201K – 100
2022
Q4 		$201K Buy
+6,069
New +$209K 0.09% 101
2022
Q2 		– Sell
-6,478
Closed -$267K – 107
2022
Q1 		$267K Buy
6,478
+160
+3% +$7.22K 0.11% 99
2021
Q4 		$281K Hold
6,318
– – 0.12% 90
2021
Q3 		$268K Sell
6,318
-209
-3% -$8.42K 0.11% 91
2021
Q2 		$269K Sell
6,527
-196
-3% -$8.03K 0.11% 88
2021
Q1 		$260K Buy
6,723
+32
+0.5% +$1.1K 0.11% 79
2020
Q4 		$203K Buy
+6,691
New +$179K 0.1% 85
2019
Q2 		– Sell
-2,291
Closed -$632 – 74
2019
Q1 		$632 Buy
+2,291
New +$64.7K 0.07% 104
2018
Q4 		– Sell
-1,969
Closed -$58K – 78
2018
Q3 		$58K Buy
1,969
+8
+0.4% +$244 0.05% 116
2018
Q2 		$55K Buy
+1,961
New +$58.5K 0.05% 122

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

WP Advisors's BAC Position: Q1 2026 in Review

WP Advisors increased its Bank of America (BAC) stake by 0.57% in Q1 2026, buying an estimated $1.39K and bringing the position to 4,773 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #110.

WP Advisors first reported a position in BAC in Q2 2018 and has held it in 19 quarters since. The position peaked at $313K in Q2 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • WP Advisors held 4,773 shares of Bank of America worth $233K as of Q1 2026.
  • WP Advisors bought 27 Bank of America shares in Q1 2026, an estimated $1.39K.
  • Bank of America made up 0.06% of WP Advisors's portfolio in Q1 2026, its #110 holding.
  • WP Advisors first reported a position in Bank of America in Q2 2018 and has held it in 19 quarters since.
  • WP Advisors's Bank of America position peaked at $313K in Q2 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.