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

Altiora 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 		$732K Hold
15,010
– – 0.12% 62
2025
Q4 		$826K Hold
15,010
– – 0.14% 56
2025
Q3 		$774K Hold
15,010
– – 0.14% 51
2025
Q2 		$710K Hold
15,010
– – 0.14% 56
2025
Q1 		$626K Hold
15,010
– – 0.13% 58
2024
Q4 		$660K Hold
15,010
– – 0.14% 58
2024
Q3 		$596K Hold
15,010
– – 0.13% 64
2024
Q2 		$597K Hold
15,010
– – 0.14% 58
2024
Q1 		$569K Hold
15,010
– – 0.15% 51
2023
Q4 		$505K Buy
+15,010
New +$437K 0.15% 55

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

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

Altiora Financial Group held its Bank of America (BAC) position steady in Q1 2026 at 15,010 shares worth $732K. The position accounts for 0.12% of the portfolio, ranked #62.

Altiora Financial Group first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $826K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Altiora Financial Group held 15,010 shares of Bank of America worth $732K as of Q1 2026.
  • Altiora Financial Group left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.12% of Altiora Financial Group's portfolio in Q1 2026, its #62 holding.
  • Altiora Financial Group first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Altiora Financial Group's Bank of America position peaked at $826K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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