SEC 13F Intelligence

Destination Wealth Management / BAC

Destination Wealth Management’s Bank America Corp Position

Does Destination Wealth Management own Bank America Corp (BAC)? Yes — 572.8K shares worth $29M (+0.75% of its 13F portfolio) as of Q1 2026, up from 550.7K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
572.8K
% of Portfolio
+0.75%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $16MQ2 ’19: $16MQ3 ’19: $17MQ4 ’19: $18MQ4 ’19Q1 ’20: $16MQ2 ’20: $16MQ3 ’20: $18MQ4 ’20: $18MQ4 ’20Q1 ’21: $19MQ2 ’21: $19MQ3 ’21: $19MQ4 ’21: $18MQ4 ’21Q1 ’22: $19MQ2 ’22: $19MQ3 ’22: $15MQ4 ’22: $14MQ4 ’22Q1 ’23: $17MQ2 ’23: $16MQ3 ’23: $15MQ4 ’23: $16MQ4 ’23Q1 ’24: $20MQ2 ’24: $19MQ3 ’24: $22MQ4 ’24: $20MQ4 ’24Q1 ’25: $24MQ2 ’25: $23MQ3 ’25: $24MQ4 ’25: $23MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026572.8K$29M+0.75%
Q4 2025550.7K$23M+0.59%
Q3 2025551.2K$24M+0.67%
Q2 2025537.6K$23M+0.68%
Q1 2025525.6K$24M+0.75%
Q4 2024505.7K$20M+0.63%
Q3 2024500.3K$22M+0.69%
Q2 2024473.1K$19M+0.64%
Q1 2024466.9K$20M+0.65%
Q4 2023417.2K$16M+0.55%
Q3 2023454.4K$15M+0.57%
Q2 2023440.0K$16M+0.61%
Q1 2023429.1K$17M+0.63%
Q4 2022368.1K$14M+0.57%
Q3 2022392.4K$15M+0.62%
Q2 2022386.8K$19M+0.78%
Q1 2022385.6K$19M+0.72%
Q4 2021349.7K$18M+0.64%
Q3 2021346.3K$19M+0.72%
Q2 2021340.8K$19M+0.73%
Q1 2021325.2K$19M+0.77%
Q4 2020314.6K$18M+0.79%
Q3 2020303.9K$18M+0.89%
Q2 2020306.4K$16M+0.89%
Q1 2020305.7K$16M+0.97%
Q4 2019304.7K$18M+0.93%
Q3 2019288.5K$17M+0.93%
Q2 2019286.0K$16M+0.88%
Q1 2019284.9K$16M+0.93%
Q4 2018288.3K$16M+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Destination Wealth Management’s full portfolio or all institutional holders of BAC.