Boomfish Wealth Group’s Bank of America BAC Stock Holding History

Boomfish Wealth 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	$1.86M	Buy	38,253 +513	+1%	+$26.5K	1%	49
2025 Q4	$2.08M	Sell	37,740 -1,797	-5%	-$95K	1.11%	40
2025 Q3	$2.04M	Sell	39,537 -507	-1%	-$24.7K	1.1%	40
2025 Q2	$1.89M	Buy	40,044 +1,742	+5%	+$73.3K	1.09%	39
2025 Q1	$1.6M	Buy	38,302 +788	+2%	+$35.1K	1.04%	48
2024 Q4	$1.65M	Sell	37,514 -454	-1%	-$20K	1%	41
2024 Q3	$1.51M	Sell	37,968 -90	-0.2%	-$3.61K	0.92%	46
2024 Q2	$1.51M	Buy	38,058 +376	+1%	+$14.4K	0.98%	39
2024 Q1	$1.43M	Sell	37,682 -754	-2%	-$25.9K	0.96%	41
2023 Q4	$1.29M	Buy	+38,436	New	+$1.12M	0.93%	45

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

Boomfish Wealth Group's BAC Position: Q1 2026 in Review

Boomfish Wealth Group increased its Bank of America (BAC) stake by 1.4% in Q1 2026, buying an estimated $26.5K and bringing the position to 38,253 shares worth $1.86M. The position accounts for 1% of the portfolio, ranked #49.

Boomfish Wealth Group first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Boomfish Wealth Group held 38,253 shares of Bank of America worth $1.86M as of Q1 2026.
Boomfish Wealth Group bought 513 Bank of America shares in Q1 2026, an estimated $26.5K.
Bank of America made up 1% of Boomfish Wealth Group's portfolio in Q1 2026, its #49 holding.
Boomfish Wealth Group first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's Bank of America position peaked at $2.08M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.