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Beckerman Institutional’s Bank of America BAC Stock Holding History

Beckerman Institutional’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 		$530K Hold
10,866
– – 0.28% 78
2025
Q4 		$598K Hold
10,866
– – 0.34% 68
2025
Q3 		$561K Buy
10,866
+1
+0% +$49 0.33% 69
2025
Q2 		$514K Sell
10,865
-80
-0.7% -$3.37K 0.34% 67
2025
Q1 		$457K Sell
10,945
-511
-4% -$22.8K 0.33% 70
2024
Q4 		$503K Buy
11,456
+3,830
+50% +$169K 0.4% 63
2024
Q3 		$303K Buy
+7,626
New +$306K 0.26% 82

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

Beckerman Institutional's BAC Position: Q1 2026 in Review

Beckerman Institutional held its Bank of America (BAC) position steady in Q1 2026 at 10,866 shares worth $530K. The position accounts for 0.28% of the portfolio, ranked #78.

Beckerman Institutional first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $598K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Beckerman Institutional held 10,866 shares of Bank of America worth $530K as of Q1 2026.
  • Beckerman Institutional left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.28% of Beckerman Institutional's portfolio in Q1 2026, its #78 holding.
  • Beckerman Institutional first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's Bank of America position peaked at $598K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.