SEC 13F Intelligence

Xcel Wealth Management, LLC / BAC

Xcel Wealth Management, LLC’s Bank America Corp Position

Does Xcel Wealth Management, LLC own Bank America Corp (BAC)? Yes — 368.2K shares worth $18M (+4.99% of its 13F portfolio) as of Q1 2026, down from 423.8K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
368.2K
% of Portfolio
+4.99%
Quarters Held
27
currently held

Position History BAC

Reported value by quarter
Q3 ’19: $9MQ3 ’19Q4 ’19: $10MQ1 ’20: $8MQ2 ’20: $8MQ3 ’20: $10MQ3 ’20Q4 ’20: $11MQ1 ’21: $14MQ2 ’21: $16MQ3 ’21: $22MQ3 ’21Q4 ’21: $22MQ1 ’22: $24MQ2 ’22: $23MQ3 ’22: $21MQ3 ’22Q4 ’22: $17MQ1 ’23: $16MQ2 ’23: $16MQ3 ’23: $14MQ3 ’23Q4 ’23: $19MQ1 ’24: $22MQ2 ’24: $23MQ3 ’24: $23MQ3 ’24Q4 ’24: $23MQ1 ’25: $21MQ2 ’25: $21MQ3 ’25: $21MQ3 ’25Q4 ’25: $22MQ1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026368.2K$18M+4.99%
Q4 2025423.8K$22M+5.61%
Q3 2025427.7K$21M+5.56%
Q2 2025449.5K$21M+5.95%
Q1 2025488.2K$21M+6.49%
Q4 2024543.7K$23M+6.44%
Q3 2024564.5K$23M+6.82%
Q2 2024559.2K$23M+7.05%
Q1 2024557.7K$22M+6.84%
Q4 2023549.1K$19M+6.74%
Q3 2023485.5K$14M+5.53%
Q2 2023522.2K$16M+5.19%
Q1 2023503.8K$16M+5.69%
Q4 2022475.6K$17M+6.64%
Q3 2022627.0K$21M+7.99%
Q2 2022548.2K$23M+8.44%
Q1 2022521.5K$24M+6.72%
Q4 2021445.2K$22M+5.60%
Q3 2021440.1K$22M+6.34%
Q2 2021322.5K$16M+4.72%
Q1 2021301.6K$14M+5.11%
Q4 2020260.7K$11M+4.59%
Q3 2020265.7K$10M+5.09%
Q2 2020227.3K$8M+5.27%
Q1 2020225.0K$8M+7.18%
Q4 2019233.9K$10M+8.33%
Q3 2019236.2K$9M+8.34%

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