SEC 13F Intelligence

Cornerstone Wealth Group, LLC / BAC

Cornerstone Wealth Group, LLC’s Bank America Corp Position

Does Cornerstone Wealth Group, LLC own Bank America Corp (BAC)? Yes296.3K shares worth $16M (+1.01% of its 13F portfolio) as of Q1 2026, down from 300.7K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
296.3K
% of Portfolio
+1.01%
Quarters Held
29
currently held

Position History BAC

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ3 ’19: $5MQ4 ’19: $6MQ1 ’20: $5MQ1 ’20Q2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $13MQ4 ’21: $10MQ1 ’22: $6MQ1 ’22Q2 ’22: $2MQ3 ’22: $7MQ4 ’22: $11MQ1 ’23: $13MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $8MQ1 ’24: $13MQ1 ’24Q2 ’24: $14MQ3 ’24: $14MQ4 ’24: $12MQ1 ’25: $12MQ1 ’25Q2 ’25: $14MQ3 ’25: $15MQ4 ’25: $16MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026296.3K$16M+1.01%
Q4 2025300.7K$16M+1.11%
Q3 2025296.4K$15M+1.02%
Q2 2025293.8K$14M+1.04%
Q1 2025285.5K$12M+0.99%
Q4 2024266.9K$12M+0.95%
Q3 2024359.3K$14M+1.18%
Q2 2024358.5K$14M+1.27%
Q1 2024351.2K$13M+1.23%
Q4 2023229.9K$8M+1.11%
Q3 202369.3K$2M+0.35%
Q2 202372.0K$2M+0.39%
Q1 2023364.0K$13M+2.28%
Q4 2022290.0K$11M+2.09%
Q3 2022199.8K$7M+1.57%
Q2 202267.8K$2M+0.47%
Q1 2022151.2K$6M+1.16%
Q4 2021227.1K$10M+1.74%
Q3 2021289.2K$13M+2.32%
Q2 2021128.3K$6M+1.25%
Q1 2021123.6K$6M+1.24%
Q4 2020132.8K$6M+1.45%
Q3 2020138.7K$6M+1.58%
Q2 2020136.4K$5M+1.35%
Q1 2020134.1K$5M+1.76%
Q4 2019123.9K$6M+1.54%
Q3 201975.7K$5M+1.15%
Q2 2019145.4K$4M+1.20%
Q1 201993.7K$3M+0.72%

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