AmeriFlex Group’s Bank of America BAC Stock Holding History

AmeriFlex 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	$171K	Buy	3,506 +17	+0.5%	+$877	0.09%	195
2025 Q4	$192K	Sell	3,489 -1,941	-36%	-$103K	0.1%	181
2025 Q3	$280K	Sell	5,430 -3,032	-36%	-$148K	0.11%	162
2025 Q2	$402K	Sell	8,462 -1,145	-12%	-$48.2K	0.21%	94
2025 Q1	$401K	Buy	9,607 +4,889	+104%	+$218K	0.16%	130
2024 Q4	$218K	Buy	+4,718	New	+$208K	0.1%	196

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

AmeriFlex Group's BAC Position: Q1 2026 in Review

AmeriFlex Group increased its Bank of America (BAC) stake by 0.49% in Q1 2026, buying an estimated $877 and bringing the position to 3,506 shares worth $171K. The position accounts for 0.09% of the portfolio, ranked #195.

AmeriFlex Group first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $402K in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

AmeriFlex Group held 3,506 shares of Bank of America worth $171K as of Q1 2026.
AmeriFlex Group bought 17 Bank of America shares in Q1 2026, an estimated $877.
Bank of America made up 0.09% of AmeriFlex Group's portfolio in Q1 2026, its #195 holding.
AmeriFlex Group first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Bank of America position peaked at $402K in Q2 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.