Autumn Glory Partners’s Bank of America BAC Stock Holding History

Autumn Glory Partners’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	$550K	Sell	11,287 -1,271	-10%	-$65.6K	0.2%	113
2025 Q4	$691K	Sell	12,558 -391	-3%	-$20.7K	0.24%	103
2025 Q3	$668K	Sell	12,949 -4,205	-25%	-$205K	0.27%	98
2025 Q2	$812K	Hold	17,154	–	–	0.38%	73
2025 Q1	$716K	Hold	17,154	–	–	0.36%	84
2024 Q4	$754K	Buy	17,154 +1,432	+9%	+$63K	0.37%	76
2024 Q3	$624K	Hold	15,722	–	–	0.24%	109
2024 Q2	$625K	Sell	15,722 -20,635	-57%	-$791K	0.32%	84
2024 Q1	$1.38M	Buy	36,357 +20,635	+131%	+$708K	0.67%	47
2023 Q4	$507K	Hold	15,722	–	–	0.29%	88
2023 Q3	$479K	Buy	15,722 +866	+6%	+$25.6K	0.29%	87
2023 Q2	$426K	Sell	14,856 -1,760	-11%	-$50.2K	0.31%	82
2023 Q1	$475K	Hold	16,616	–	–	0.41%	63
2022 Q4	$550K	Sell	16,616 -414	-2%	-$14.3K	0.29%	100
2022 Q3	$514K	Hold	17,030	–	–	0.35%	81
2022 Q2	$530K	Hold	17,030	–	–	0.39%	69
2022 Q1	$702K	Sell	17,030 -3,370	-17%	-$152K	0.41%	79
2021 Q4	$908K	Buy	+20,400	New	+$929K	0.38%	71

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

Autumn Glory Partners's BAC Position: Q1 2026 in Review

Autumn Glory Partners reduced its Bank of America (BAC) stake by 10% in Q1 2026, selling an estimated $65.6K and leaving 11,287 shares worth $550K. The position accounts for 0.2% of the portfolio, ranked #113.

Autumn Glory Partners first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.38M in Q1 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Autumn Glory Partners held 11,287 shares of Bank of America worth $550K as of Q1 2026.
Autumn Glory Partners sold 1,271 Bank of America shares in Q1 2026, an estimated $65.6K.
Bank of America made up 0.2% of Autumn Glory Partners's portfolio in Q1 2026, its #113 holding.
Autumn Glory Partners first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Autumn Glory Partners's Bank of America position peaked at $1.38M in Q1 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.