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Arrowroot Family Office’s Bank of America BAC Stock Holding History

Arrowroot Family Office’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 		$215K Sell
4,415
-110
-2% -$5.68K 0.07% 148
2025
Q4 		$249K Buy
+4,525
New +$239K 0.09% 128

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

Arrowroot Family Office's BAC Position: Q1 2026 in Review

Arrowroot Family Office reduced its Bank of America (BAC) stake by 2.4% in Q1 2026, selling an estimated $5.68K and leaving 4,415 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #148.

Arrowroot Family Office first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Arrowroot Family Office held 4,415 shares of Bank of America worth $215K as of Q1 2026.
  • Arrowroot Family Office sold 110 Bank of America shares in Q1 2026, an estimated $5.68K.
  • Bank of America made up 0.07% of Arrowroot Family Office's portfolio in Q1 2026, its #148 holding.
  • Arrowroot Family Office first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • Arrowroot Family Office's Bank of America position peaked at $249K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.