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Alerus Financial’s Bank of America BAC Stock Holding History

Alerus Financial’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 		$4.59M Buy
94,204
+29,025
+45% +$1.5M 0.23% 65
2025
Q4 		$3.58M Buy
65,179
+824
+1% +$43.6K 0.18% 82
2025
Q3 		$3.32M Sell
64,355
-21,452
-25% -$1.05M 0.17% 86
2025
Q2 		$4.06M Buy
85,807
+1,987
+2% +$83.6K 0.29% 75
2025
Q1 		$3.5M Sell
83,820
-24,485
-23% -$1.09M 0.28% 73
2024
Q4 		$4.76M Buy
108,305
+96,571
+823% +$4.25M 0.36% 65
2024
Q3 		$466K Sell
11,734
-201
-2% -$8.06K 0.03% 131
2024
Q2 		$475K Sell
11,935
-3
-0% -$115 0.04% 129
2024
Q1 		$453K Sell
11,938
-198
-2% -$6.8K 0.03% 131
2023
Q4 		$409K Sell
12,136
-587
-5% -$17.1K 0.03% 121
2023
Q3 		$348K Sell
12,723
-632
-5% -$18.7K 0.03% 126
2023
Q2 		$383K Buy
13,355
+503
+4% +$14.4K 0.03% 130
2023
Q1 		$368K Sell
12,852
-170
-1% -$5.61K 0.03% 137
2022
Q4 		$431K Sell
13,022
-1,912
-13% -$65.9K 0.04% 132
2022
Q3 		$451K Sell
14,934
-134,650
-90% -$4.5M 0.04% 118
2022
Q2 		$4.66M Sell
149,584
-102,966
-41% -$3.71M 0.43% 57
2022
Q1 		$10.4M Buy
252,550
+9,425
+4% +$425K 0.89% 23
2021
Q4 		$10.8M Buy
243,125
+35,590
+17% +$1.62M 0.88% 22
2021
Q3 		$8.81M Sell
207,535
-25,302
-11% -$1.02M 0.8% 22
2021
Q2 		$9.6M Sell
232,837
-3,343
-1% -$137K 0.97% 18
2021
Q1 		$9.14M Sell
236,180
-41,630
-15% -$1.44M 0.96% 21
2020
Q4 		$8.42M Buy
277,810
+14,584
+6% +$391K 0.86% 23
2020
Q3 		$6.34M Sell
263,226
-31,653
-11% -$788K 0.71% 31
2020
Q2 		$7M Buy
294,879
+29,218
+11% +$690K 0.82% 26
2020
Q1 		$5.64M Buy
265,661
+14,971
+6% +$449K 0.78% 28
2019
Q4 		$8.83M Buy
250,690
+4,554
+2% +$147K 1.01% 21
2019
Q3 		$7.18M Sell
246,136
-3,491
-1% -$100K 0.93% 23
2019
Q2 		$7.24M Sell
249,627
-3,333
-1% -$96.1K 0.98% 25
2019
Q1 		$6.98M Sell
252,960
-10,543
-4% -$298K 0.97% 26
2018
Q4 		$6.49M Buy
+263,503
New +$7.15M 1% 22

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

Alerus Financial's BAC Position: Q1 2026 in Review

Alerus Financial increased its Bank of America (BAC) stake by 45% in Q1 2026, buying an estimated $1.5M and bringing the position to 94,204 shares worth $4.59M. The position accounts for 0.23% of the portfolio, ranked #65.

Alerus Financial first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Alerus Financial held 94,204 shares of Bank of America worth $4.59M as of Q1 2026.
  • Alerus Financial bought 29,025 Bank of America shares in Q1 2026, an estimated $1.5M.
  • Bank of America made up 0.23% of Alerus Financial's portfolio in Q1 2026, its #65 holding.
  • Alerus Financial first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Alerus Financial's Bank of America position peaked at $10.8M in Q4 2021.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.