Berger Financial Group
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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
Q3 		$767K Sell
14,089
-251
-2% -$15.3K 0.04% 250
2026
Q2 		$817K Buy
14,340
+68
+0.5% +$3.62K 0.04% 234
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Berger Financial Group's BAC Position: Q3 2026 in Review

Berger Financial Group reduced its Bank of America (BAC) stake by 1.8% in Q3 2026, selling an estimated $15.3K and leaving 14,089 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #250.

Berger Financial Group first reported a position in BAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $817K in Q2 2026. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Berger Financial Group held 14,089 shares of Bank of America worth $767K as of Q3 2026.
  • Berger Financial Group sold 251 Bank of America shares in Q3 2026, an estimated $15.3K.
  • Bank of America made up 0.04% of Berger Financial Group's portfolio in Q3 2026, its #250 holding.
  • Berger Financial Group first reported a position in Bank of America in Q4 2021 and has held it in 20 quarters since.
  • Berger Financial Group's Bank of America position peaked at $817K in Q2 2026.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.