Berger Financial Group’s Bank of America BAC Stock Holding History

Berger Financial Group’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	$696K	Sell	14,272 -258	-2%	-$13.3K	0.04%	247
2025 Q4	$799K	Sell	14,530 -8	-0.1%	-$423	0.05%	230
2025 Q3	$750K	Buy	14,538 +327	+2%	+$16K	0.04%	235
2025 Q2	$672K	Sell	14,211 -91	-0.6%	-$3.83K	0.04%	235
2025 Q1	$597K	Buy	14,302 +669	+5%	+$29.8K	0.04%	241
2024 Q4	$599K	Buy	13,633 +82	+0.6%	+$3.61K	0.04%	233
2024 Q3	$538K	Buy	13,551 +1,099	+9%	+$44K	0.04%	226
2024 Q2	$495K	Sell	12,452 -600	-5%	-$23K	0.04%	217
2024 Q1	$495K	Buy	13,052 +656	+5%	+$22.5K	0.04%	210
2023 Q4	$417K	Sell	12,396 -2,513	-17%	-$73.2K	0.04%	184
2023 Q3	$408K	Buy	14,909 +984	+7%	+$29.1K	0.05%	171
2023 Q2	$400K	Buy	13,925 +908	+7%	+$25.9K	0.05%	183
2023 Q1	$372K	Buy	13,017 +3,116	+31%	+$103K	0.04%	184
2022 Q4	$328K	Buy	9,901 +94	+1%	+$3.24K	0.04%	193
2022 Q3	$296K	Sell	9,807 -227	-2%	-$7.59K	0.04%	187
2022 Q2	$312K	Buy	10,034 +889	+10%	+$32K	0.05%	181
2022 Q1	$377K	Buy	9,145 +4,603	+101%	+$208K	0.05%	175
2021 Q4	$202K	Buy	+4,542	New	+$207K	0.03%	249

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's BAC Position: Q1 2026 in Review

Berger Financial Group reduced its Bank of America (BAC) stake by 1.8% in Q1 2026, selling an estimated $13.3K and leaving 14,272 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #247.

Berger Financial Group first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $799K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Berger Financial Group held 14,272 shares of Bank of America worth $696K as of Q1 2026.
Berger Financial Group sold 258 Bank of America shares in Q1 2026, an estimated $13.3K.
Bank of America made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #247 holding.
Berger Financial Group first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Berger Financial Group's Bank of America position peaked at $799K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.