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Birchcreek Wealth Management’s Bank of America BAC Stock Holding History

Birchcreek Wealth Management’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 		$207K Buy
4,252
+472
+12% +$24.4K 0.1% 116
2025
Q4 		$208K Buy
+3,780
New +$200K 0.1% 112
2021
Q1 		– Sell
-4,032
Closed -$122K – 125
2020
Q4 		$122K Buy
+4,032
New +$108K 0.12% 131

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

Birchcreek Wealth Management's BAC Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Bank of America (BAC) stake by 12% in Q1 2026, buying an estimated $24.4K and bringing the position to 4,252 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #116.

Birchcreek Wealth Management first reported a position in BAC in Q4 2020 and has held it in 3 quarters since. The position peaked at $208K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Birchcreek Wealth Management held 4,252 shares of Bank of America worth $207K as of Q1 2026.
  • Birchcreek Wealth Management bought 472 Bank of America shares in Q1 2026, an estimated $24.4K.
  • Bank of America made up 0.1% of Birchcreek Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Birchcreek Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 3 quarters since.
  • Birchcreek Wealth Management's Bank of America position peaked at $208K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.