Aft Forsyth & Sober’s Bank of America BAC Stock Holding History

Aft Forsyth & Sober’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	$1.05M	Hold	21,440	–	–	0.32%	55
2025 Q4	$1.18M	Hold	21,440	–	–	0.36%	51
2025 Q3	$1.11M	Hold	21,440	–	–	0.34%	50
2025 Q2	$1.01M	Hold	21,440	–	–	0.34%	54
2025 Q1	$895K	Hold	21,440	–	–	0.31%	63
2024 Q4	$942K	Hold	21,440	–	–	0.31%	69
2024 Q3	$851K	Hold	21,440	–	–	0.28%	74
2024 Q2	$853K	Hold	21,440	–	–	0.29%	74
2024 Q1	$813K	Hold	21,440	–	–	0.29%	77
2023 Q4	$722K	Hold	21,440	–	–	0.28%	77
2023 Q3	$587K	Hold	21,440	–	–	0.25%	79
2023 Q2	$615K	Hold	21,440	–	–	0.26%	78
2023 Q1	$613K	Hold	21,440	–	–	0.31%	76
2022 Q4	$710K	Hold	21,440	–	–	0.32%	76
2022 Q3	$648K	Hold	21,440	–	–	0.32%	78
2022 Q2	$667K	Hold	21,440	–	–	0.31%	79
2022 Q1	$884K	Hold	21,440	–	–	0.35%	79
2021 Q4	$954K	Hold	21,440	–	–	0.33%	78
2021 Q3	$910K	Hold	21,440	–	–	0.34%	83
2021 Q2	$884K	Hold	21,440	–	–	0.33%	73
2021 Q1	$829K	Hold	21,440	–	–	0.34%	73
2020 Q4	$650K	Hold	21,440	–	–	0.5%	20
2020 Q3	$517K	Hold	21,440	–	–	4.01%	9
2020 Q2	$509K	Hold	21,440	–	–	3.61%	9
2020 Q1	$455K	Hold	21,440	–	–	4.87%	7
2019 Q4	$755K	Buy	+21,440	New	+$693K	0.69%	14
2016 Q4	$474K	Hold	21,440	–	–	0.77%	13
2016 Q3	$336K	Hold	21,440	–	–	0.51%	16
2016 Q2	$285K	Hold	21,440	–	–	1.96%	13
2016 Q1	$290K	Hold	21,440	–	–	2.26%	14
2015 Q4	$361K	Hold	21,440	–	–	0.09%	22
2015 Q3	$334K	Hold	21,440	–	–	0.08%	22
2015 Q2	$365K	Hold	21,440	–	–	0.08%	22
2015 Q1	$330K	Hold	21,440	–	–	0.08%	22
2014 Q4	$384K	Hold	21,440	–	–	0.09%	22
2014 Q3	$366K	Hold	21,440	–	–	0.08%	21
2014 Q2	$330K	Hold	21,440	–	–	0.07%	19
2014 Q1	$369K	Hold	21,440	–	–	0.16%	16
2013 Q4	$334K	Hold	21,440	–	–	0.07%	25
2013 Q3	$296K	Hold	21,440	–	–	0.07%	25
2013 Q2	$276K	Buy	+21,440	New	+$273K	0.06%	22

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aft Forsyth & Sober's BAC Position: Q1 2026 in Review

Aft Forsyth & Sober held its Bank of America (BAC) position steady in Q1 2026 at 21,440 shares worth $1.05M. The position accounts for 0.32% of the portfolio, ranked #55.

Aft Forsyth & Sober first reported a position in BAC in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.18M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Aft Forsyth & Sober held 21,440 shares of Bank of America worth $1.05M as of Q1 2026.
Aft Forsyth & Sober left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.32% of Aft Forsyth & Sober's portfolio in Q1 2026, its #55 holding.
Aft Forsyth & Sober first reported a position in Bank of America in Q2 2013 and has held it in 41 quarters since.
Aft Forsyth & Sober's Bank of America position peaked at $1.18M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.