Back to BAC-PS
Xcel Wealth Management, LLC → BAC-PS
Xcel Wealth Management, LLC BAC-PS Position History
BAC-PS
Quarters held
5
Latest value
$12.1M
Q3 2026
Peak value
$18.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.6M |
| Q4 2025 | $18.5M |
| Q1 2026 | $14.9M |
| Q2 2026 | $15.5M |
| Q3 2026 | $12.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.1M | 223.0K | — | — |
| Q2 2026 | $15.5M | 271.3K | — | — |
| Q1 2026 | $14.9M | 304.8K | — | — |
| Q4 2025 | $18.5M | 336.7K | — | — |
| Q3 2025 | $17.6M | 341.1K | — | — |
Other funds holding BAC-PS
$17.6B
$17.1B
$17.1B
$17.1B
$15.2B
$15.2B