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ABLE Financial Group’s Bank of America BAC Stock Holding History

ABLE Financial Group’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 		$583K Sell
11,968
-577
-5% -$29.8K 0.11% 123
2025
Q4 		$690K Buy
12,545
+938
+8% +$49.6K 0.14% 109
2025
Q3 		$599K Sell
11,607
-836
-7% -$40.8K 0.13% 114
2025
Q2 		$589K Sell
12,443
-665
-5% -$28K 0.14% 111
2025
Q1 		$547K Sell
13,108
-351
-3% -$15.6K 0.15% 98
2024
Q4 		$592K Buy
13,459
+2,246
+20% +$98.8K 0.17% 90
2024
Q3 		$445K Sell
11,213
-40
-0.4% -$1.6K 0.14% 111
2024
Q2 		$448K Buy
11,253
+465
+4% +$17.8K 0.16% 100
2024
Q1 		$409K Sell
10,788
-304
-3% -$10.4K 0.16% 101
2023
Q4 		$373K Sell
11,092
-4,200
-27% -$122K 0.16% 100
2023
Q3 		$419K Sell
15,292
-1,203
-7% -$35.6K 0.21% 86
2023
Q2 		$473K Buy
16,495
+2,520
+18% +$71.9K 0.24% 75
2023
Q1 		$400K Buy
+13,975
New +$461K 0.26% 78

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

ABLE Financial Group's BAC Position: Q1 2026 in Review

ABLE Financial Group reduced its Bank of America (BAC) stake by 4.6% in Q1 2026, selling an estimated $29.8K and leaving 11,968 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #123.

ABLE Financial Group first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $690K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • ABLE Financial Group held 11,968 shares of Bank of America worth $583K as of Q1 2026.
  • ABLE Financial Group sold 577 Bank of America shares in Q1 2026, an estimated $29.8K.
  • Bank of America made up 0.11% of ABLE Financial Group's portfolio in Q1 2026, its #123 holding.
  • ABLE Financial Group first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's Bank of America position peaked at $690K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.