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Auxano Advisors’s Bank of America BAC Stock Holding History

Auxano Advisors’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 		$893K Buy
18,310
+314
+2% +$16.2K 0.18% 89
2025
Q4 		$990K Buy
17,996
+27
+0.2% +$1.43K 0.2% 70
2025
Q3 		$927K Sell
17,969
-1,555
-8% -$75.9K 0.2% 64
2025
Q2 		$924K Sell
19,524
-4,018
-17% -$169K 0.22% 66
2025
Q1 		$982K Sell
23,542
-76
-0.3% -$3.39K 0.26% 52
2024
Q4 		$1.04M Buy
23,618
+647
+3% +$28.5K 0.26% 53
2024
Q3 		$911K Sell
22,971
-2,942
-11% -$118K 0.24% 65
2024
Q2 		$1.03M Sell
25,913
-7,034
-21% -$270K 0.28% 57
2024
Q1 		$1.25M Buy
32,947
+5,591
+20% +$192K 0.36% 47
2023
Q4 		$921K Buy
27,356
+19,179
+235% +$558K 0.31% 52
2023
Q3 		$224K Buy
8,177
+138
+2% +$4.08K 0.09% 91
2023
Q2 		$230K Hold
8,039
– – 0.09% 93
2023
Q1 		$230K Buy
8,039
+10
+0.1% +$330 0.09% 93
2022
Q4 		$266K Buy
8,029
+11
+0.1% +$379 0.12% 82
2022
Q3 		$242K Buy
8,018
+397
+5% +$13.3K 0.11% 85
2022
Q2 		$237K Buy
7,621
+463
+6% +$16.7K 0.12% 71
2022
Q1 		$295K Buy
7,158
+478
+7% +$21.6K 0.13% 62
2021
Q4 		$297K Buy
+6,680
New +$304K 0.13% 57

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

Auxano Advisors's BAC Position: Q1 2026 in Review

Auxano Advisors increased its Bank of America (BAC) stake by 1.7% in Q1 2026, buying an estimated $16.2K and bringing the position to 18,310 shares worth $893K. The position accounts for 0.18% of the portfolio, ranked #89.

Auxano Advisors first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q1 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Auxano Advisors held 18,310 shares of Bank of America worth $893K as of Q1 2026.
  • Auxano Advisors bought 314 Bank of America shares in Q1 2026, an estimated $16.2K.
  • Bank of America made up 0.18% of Auxano Advisors's portfolio in Q1 2026, its #89 holding.
  • Auxano Advisors first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Auxano Advisors's Bank of America position peaked at $1.25M in Q1 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.