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Boreal Capital Management’s Bank of America BAC Stock Holding History

Boreal Capital 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 		$714K Sell
14,643
-750
-5% -$38.7K 0.58% 42
2025
Q4 		$847K Hold
15,393
– – 0.64% 42
2025
Q3 		$794K Hold
15,393
– – 0.64% 42
2025
Q2 		$728K Buy
+15,393
New +$648K 0.6% 36

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

Boreal Capital Management's BAC Position: Q1 2026 in Review

Boreal Capital Management reduced its Bank of America (BAC) stake by 4.9% in Q1 2026, selling an estimated $38.7K and leaving 14,643 shares worth $714K. The position accounts for 0.58% of the portfolio, ranked #42.

Boreal Capital Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $847K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Boreal Capital Management held 14,643 shares of Bank of America worth $714K as of Q1 2026.
  • Boreal Capital Management sold 750 Bank of America shares in Q1 2026, an estimated $38.7K.
  • Bank of America made up 0.58% of Boreal Capital Management's portfolio in Q1 2026, its #42 holding.
  • Boreal Capital Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Bank of America position peaked at $847K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.