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Battery Global Advisors’s Bank of America BAC Stock Holding History

Battery Global 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 		$37.3K Sell
765
-2,352
-75% -$121K 0.02% 90
2025
Q4 		$362K Buy
3,117
+2,361
+312% +$125K 0.17% 31
2025
Q3 		$39K Buy
756
+4
+0.5% +$195 0.02% 87
2025
Q2 		$35.6K Buy
752
+4
+0.5% +$168 0.02% 82
2025
Q1 		$31.2K Buy
748
+4
+0.5% +$178 0.02% 86
2024
Q4 		$32.7K Buy
744
+5
+0.7% +$220 0.02% 79
2024
Q3 		$29.3K Buy
+739
New +$29.6K 0.02% 86

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

Battery Global Advisors's BAC Position: Q1 2026 in Review

Battery Global Advisors reduced its Bank of America (BAC) stake by 75% in Q1 2026, selling an estimated $121K and leaving 765 shares worth $37.3K. The position accounts for 0.02% of the portfolio, ranked #90.

Battery Global Advisors first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $362K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Battery Global Advisors held 765 shares of Bank of America worth $37.3K as of Q1 2026.
  • Battery Global Advisors sold 2,352 Bank of America shares in Q1 2026, an estimated $121K.
  • Bank of America made up 0.02% of Battery Global Advisors's portfolio in Q1 2026, its #90 holding.
  • Battery Global Advisors first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Bank of America position peaked at $362K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.