BC
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Brio Consultants’s Bank of America BAC Stock Holding History

Brio Consultants’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 		$379K Sell
7,129
-147
-2% -$7.59K 0.05% 108
2025
Q4 		$400K Sell
7,276
-1,839
-20% -$97.2K 0.05% 104
2025
Q3 		$470K Buy
9,115
+387
+4% +$18.9K 0.06% 96
2025
Q2 		$413K Buy
8,728
+396
+5% +$16.7K 0.06% 96
2025
Q1 		$348K Buy
8,332
+1,311
+19% +$58.4K 0.05% 89
2024
Q4 		$309K Buy
7,021
+405
+6% +$17.8K 0.05% 91
2024
Q3 		$263K Sell
6,616
-288
-4% -$11.5K 0.04% 96
2024
Q2 		$275K Buy
6,904
+328
+5% +$12.6K 0.05% 86
2024
Q1 		$249K Sell
6,576
-158
-2% -$5.42K 0.04% 90
2023
Q4 		$227K Buy
+6,734
New +$196K 0.04% 95
2023
Q1 		– Sell
-6,531
Closed -$216K – 91
2022
Q4 		$216K Sell
6,531
-586
-8% -$20.2K 0.04% 87
2022
Q3 		$250K Buy
7,117
+18
+0.3% +$602 0.05% 85
2022
Q2 		$219K Sell
7,099
-4,901
-41% -$176K 0.05% 77
2022
Q1 		$495K Sell
12,000
-222
-2% -$10K 0.11% 53
2021
Q4 		$544K Buy
12,222
+2,141
+21% +$97.5K 0.13% 44
2021
Q3 		$428K Sell
10,081
-136
-1% -$5.48K 0.1% 58
2021
Q2 		$421K Buy
10,217
+712
+7% +$29.2K 0.11% 55
2021
Q1 		$368K Buy
9,505
+11
+0.1% +$380 0.11% 57
2020
Q4 		$288K Buy
9,494
+4
+0% +$107 0.09% 59
2020
Q3 		$229K Sell
9,490
-303
-3% -$7.54K 0.07% 69
2020
Q2 		$233K Sell
9,793
-309
-3% -$7.3K 0.08% 62
2020
Q1 		$214K Sell
10,102
-255
-2% -$7.64K 0.09% 62
2019
Q4 		$365K Sell
10,357
-889
-8% -$28.7K 0.12% 55
2019
Q3 		$328K Sell
11,246
-594
-5% -$17.1K 0.12% 55
2019
Q2 		$343K Buy
11,840
+1,419
+14% +$40.9K 0.14% 50
2019
Q1 		$288K Sell
10,421
-2,455
-19% -$69.4K 0.13% 53
2018
Q4 		$317K Buy
+12,876
New +$349K 0.16% 52

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

Brio Consultants's BAC Position: Q1 2026 in Review

Brio Consultants reduced its Bank of America (BAC) stake by 2% in Q1 2026, selling an estimated $7.59K and leaving 7,129 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #108.

Brio Consultants first reported a position in BAC in Q4 2018 and has held it in 27 quarters since. The position peaked at $544K in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Brio Consultants held 7,129 shares of Bank of America worth $379K as of Q1 2026.
  • Brio Consultants sold 147 Bank of America shares in Q1 2026, an estimated $7.59K.
  • Bank of America made up 0.05% of Brio Consultants's portfolio in Q1 2026, its #108 holding.
  • Brio Consultants first reported a position in Bank of America in Q4 2018 and has held it in 27 quarters since.
  • Brio Consultants's Bank of America position peaked at $544K in Q4 2021.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.