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Boston Family Office’s Bank of America BAC Stock Holding History

Boston Family Office’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 		$503K Buy
10,309
+2,288
+29% +$118K 0.03% 220
2025
Q4 		$441K Buy
+8,021
New +$424K 0.03% 224
2016
Q2 		– Sell
-14,000
Closed -$189K – 246
2016
Q1 		$189K Buy
+14,000
New +$189K 0.02% 235
2015
Q1 		– Sell
-12,268
Closed -$219K – 259
2014
Q4 		$219K Sell
12,268
-2,519
-17% -$43.1K 0.03% 250
2014
Q3 		$252K Sell
14,787
-3,554
-19% -$56.6K 0.03% 239
2014
Q2 		$282K Sell
18,341
-338
-2% -$5.25K 0.04% 236
2014
Q1 		$321K Buy
18,679
+8,427
+82% +$142K 0.04% 224
2013
Q4 		$160K Sell
10,252
-13,572
-57% -$201K 0.02% 249
2013
Q3 		$329K Buy
23,824
+400
+2% +$5.71K 0.05% 224
2013
Q2 		$301K Buy
+23,424
New +$299K 0.05% 221

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

Boston Family Office's BAC Position: Q1 2026 in Review

Boston Family Office increased its Bank of America (BAC) stake by 29% in Q1 2026, buying an estimated $118K and bringing the position to 10,309 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #220.

Boston Family Office first reported a position in BAC in Q2 2013 and has held it in 10 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Boston Family Office held 10,309 shares of Bank of America worth $503K as of Q1 2026.
  • Boston Family Office bought 2,288 Bank of America shares in Q1 2026, an estimated $118K.
  • Bank of America made up 0.03% of Boston Family Office's portfolio in Q1 2026, its #220 holding.
  • Boston Family Office first reported a position in Bank of America in Q2 2013 and has held it in 10 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.