BIS
BAC icon

BG Investment Services’s Bank of America BAC Stock Holding History

BG Investment Services’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 		$537K Buy
11,019
+7,109
+182% +$367K 0.45% 32
2025
Q4 		$215K Sell
3,910
-6,845
-64% -$362K 0.19% 44
2025
Q3 		$555K Buy
+10,755
New +$525K 0.55% 30
2025
Q2 		– Sell
-8,836
Closed -$369K – 42
2025
Q1 		$369K Buy
8,836
+181
+2% +$8.07K 0.4% 29
2024
Q4 		$380K Buy
+8,655
New +$381K 0.38% 25

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

BG Investment Services's BAC Position: Q1 2026 in Review

BG Investment Services increased its Bank of America (BAC) stake by 182% in Q1 2026, buying an estimated $367K and bringing the position to 11,019 shares worth $537K. The position accounts for 0.45% of the portfolio, ranked #32.

BG Investment Services first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $555K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • BG Investment Services held 11,019 shares of Bank of America worth $537K as of Q1 2026.
  • BG Investment Services bought 7,109 Bank of America shares in Q1 2026, an estimated $367K.
  • Bank of America made up 0.45% of BG Investment Services's portfolio in Q1 2026, its #32 holding.
  • BG Investment Services first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • BG Investment Services's Bank of America position peaked at $555K in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.