Bank of America
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Bank of America’s Energy Services of America ESOA Stock Holding History

Bank of America’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19M Buy
90,781
+77,485
+583% +$911K ﹤0.01% 4434
2025
Q4 		$109K Sell
13,296
-3,799
-22% -$36.5K ﹤0.01% 5593
2025
Q3 		$177K Buy
17,095
+11,335
+197% +$114K ﹤0.01% 6339
2025
Q2 		$57.3K Buy
5,760
+5,664
+5,900% +$54.2K ﹤0.01% 6764
2025
Q1 		$907 Buy
96
+6
+7% +$65 ﹤0.01% 7439
2024
Q4 		$1.14K Hold
90
– – ﹤0.01% 7267
2024
Q3 		$855 Buy
90
+17
+23% +$145 ﹤0.01% 7276
2024
Q2 		$523 Sell
73
-2,007
-96% -$14.6K ﹤0.01% 7350
2024
Q1 		$17.2K Buy
2,080
+2,074
+34,567% +$15.3K ﹤0.01% 6776
2023
Q4 		$36 Buy
+6
New +$27 ﹤0.01% 7559
2023
Q1 		– Sell
-18
Closed -$46 – 7929
2022
Q4 		$46 Buy
+18
New +$50 ﹤0.01% 7813
2022
Q2 		– Sell
-7,000
Closed -$20K – 8116
2022
Q1 		$20K Buy
+7,000
New +$22.3K ﹤0.01% 7510

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of America's ESOA Position: Q1 2026 in Review

Bank of America increased its Energy Services of America (ESOA) stake by 583% in Q1 2026, buying an estimated $911K and bringing the position to 90,781 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4434.

Bank of America first reported a position in ESOA in Q1 2022 and has held it in 12 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Bank of America held 90,781 shares of Energy Services of America worth $1.19M as of Q1 2026.
  • Bank of America bought 77,485 Energy Services of America shares in Q1 2026, an estimated $911K.
  • Energy Services of America made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4434 holding.
  • Bank of America first reported a position in Energy Services of America in Q1 2022 and has held it in 12 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.