Align Financial’s Bank of America BAC Stock Holding History

Align 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	–	Sell	-110,000	Closed	-$110K	–	375
2025 Q4	$110K	Buy	+110,000	New	+$5.81M	0.06%	108

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Financial's BAC Position: Q1 2026 in Review

Align Financial sold out of Bank of America (BAC) in Q1 2026, closing a stake of 110,000 shares — an estimated $110K sold.

Align Financial first reported a position in BAC in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Align Financial reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Align Financial sold 110,000 Bank of America shares in Q1 2026, an estimated $110K.
Align Financial first reported a position in Bank of America in Q4 2025 and held it in 1 quarter.
Align Financial's Bank of America position peaked at $110K in Q4 2025.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Align Financial's 13F filing for Q1 2026, filed 8 May 2026.