Alpha Family Trust’s Bank of America BAC Stock Holding History

Alpha Family Trust’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	$432K	Hold	8,860	–	–	0.21%	83
2025 Q4	$487K	Hold	8,860	–	–	0.22%	76
2025 Q3	$457K	Hold	8,860	–	–	0.21%	81
2025 Q2	$419K	Buy	+8,860	New	+$373K	0.21%	90
2023 Q4	–	Sell	-11,970	Closed	-$328K	–	146
2023 Q3	$328K	Buy	+11,970	New	+$354K	0.25%	78
2023 Q2	–	Sell	-12,030	Closed	-$344K	–	127
2023 Q1	$344K	Buy	+12,030	New	+$397K	0.27%	70
2022 Q4	–	Sell	-13,575	Closed	-$410K	–	120
2022 Q3	$410K	Buy	+13,575	New	+$454K	0.31%	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

Alpha Family Trust's BAC Position: Q1 2026 in Review

Alpha Family Trust held its Bank of America (BAC) position steady in Q1 2026 at 8,860 shares worth $432K. The position accounts for 0.21% of the portfolio, ranked #83.

Alpha Family Trust first reported a position in BAC in Q3 2022 and has held it in 7 quarters since. The position peaked at $487K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Alpha Family Trust held 8,860 shares of Bank of America worth $432K as of Q1 2026.
Alpha Family Trust left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.21% of Alpha Family Trust's portfolio in Q1 2026, its #83 holding.
Alpha Family Trust first reported a position in Bank of America in Q3 2022 and has held it in 7 quarters since.
Alpha Family Trust's Bank of America position peaked at $487K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.