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BankPlus Trust Department’s Bank of America BAC Stock Holding History

BankPlus Trust Department’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 		$128K Hold
2,620
– – 0.03% 204
2025
Q4 		$144K Hold
2,620
– – 0.04% 196
2025
Q3 		$135K Hold
2,620
– – 0.04% 195
2025
Q2 		$124K Sell
2,620
-36
-1% -$1.51K 0.04% 181
2025
Q1 		$111K Hold
2,656
– – 0.04% 175
2024
Q4 		$117K Buy
+2,656
New +$117K 0.04% 172

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

BankPlus Trust Department's BAC Position: Q1 2026 in Review

BankPlus Trust Department held its Bank of America (BAC) position steady in Q1 2026 at 2,620 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #204.

BankPlus Trust Department first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $144K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • BankPlus Trust Department held 2,620 shares of Bank of America worth $128K as of Q1 2026.
  • BankPlus Trust Department left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.03% of BankPlus Trust Department's portfolio in Q1 2026, its #204 holding.
  • BankPlus Trust Department first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Bank of America position peaked at $144K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.