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WPG Advisers’s Bank of America BAC Stock Holding History

WPG Advisers’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 		$279K Sell
5,719
-1,268
-18% -$65.4K 0.21% 59
2025
Q4 		$384K Buy
6,987
+1,027
+17% +$54.3K 0.29% 50
2025
Q3 		$307K Buy
5,960
+162
+3% +$7.9K 0.24% 55
2025
Q2 		$274K Buy
5,798
+81
+1% +$3.41K 0.23% 56
2025
Q1 		$239K Buy
5,717
+71
+1% +$3.16K 0.22% 69
2024
Q4 		$248K Buy
+5,646
New +$248K 0.23% 75

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

WPG Advisers's BAC Position: Q1 2026 in Review

WPG Advisers reduced its Bank of America (BAC) stake by 18% in Q1 2026, selling an estimated $65.4K and leaving 5,719 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #59.

WPG Advisers first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • WPG Advisers held 5,719 shares of Bank of America worth $279K as of Q1 2026.
  • WPG Advisers sold 1,268 Bank of America shares in Q1 2026, an estimated $65.4K.
  • Bank of America made up 0.21% of WPG Advisers's portfolio in Q1 2026, its #59 holding.
  • WPG Advisers first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Bank of America position peaked at $384K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.