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Brooks Moore & Associates’s Bank of America BAC Stock Holding History

Brooks Moore & Associates’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 		$1.69M Sell
34,573
-5,174
-13% -$267K 0.85% 37
2025
Q4 		$2.19M Buy
39,747
+600
+2% +$31.7K 1.07% 33
2025
Q3 		$2.02M Sell
39,147
-775
-2% -$37.8K 1.02% 33
2025
Q2 		$1.89M Sell
39,922
-300
-0.7% -$12.6K 1.02% 32
2025
Q1 		$1.68M Sell
40,222
-400
-1% -$17.8K 0.95% 35
2024
Q4 		$1.79M Buy
40,622
+500
+1% +$22K 1.06% 33
2024
Q3 		$1.59M Sell
40,122
-300
-0.7% -$12K 0.94% 34
2024
Q2 		$1.61M Hold
40,422
– – 1.03% 31
2024
Q1 		$1.53M Sell
40,422
-1,584
-4% -$54.4K 0.98% 34
2023
Q4 		$1.41M Sell
42,006
-77
-0.2% -$2.24K 0.97% 35
2023
Q3 		$1.15M Sell
42,083
-5,964
-12% -$176K 0.87% 35
2023
Q2 		$1.38M Sell
48,047
-2,155
-4% -$61.5K 0.97% 36
2023
Q1 		$1.44M Sell
50,202
-3,584
-7% -$118K 1.03% 34
2022
Q4 		$1.78M Sell
53,786
-12,885
-19% -$444K 1.3% 31
2022
Q3 		$2.01M Sell
66,671
-430
-0.6% -$14.4K 1.63% 28
2022
Q2 		$2.09M Buy
67,101
+31,370
+88% +$1.13M 1.51% 27
2022
Q1 		$1.47M Sell
35,731
-250
-0.7% -$11.3K 0.9% 41
2021
Q4 		$1.6M Hold
35,981
– – 0.94% 39
2021
Q3 		$1.53M Buy
35,981
+525
+1% +$21.1K 1% 38
2021
Q2 		$1.46M Buy
35,456
+600
+2% +$24.6K 0.93% 39
2021
Q1 		$1.35M Buy
34,856
+775
+2% +$26.7K 0.91% 41
2020
Q4 		$1.03M Buy
34,081
+100
+0.3% +$2.68K 0.8% 43
2020
Q3 		$819K Buy
33,981
+768
+2% +$19.1K 0.71% 46
2020
Q2 		$789K Buy
33,213
+3,050
+10% +$72.1K 0.74% 43
2020
Q1 		$640K Buy
30,163
+1,725
+6% +$51.7K 0.68% 48
2019
Q4 		$1M Buy
28,438
+100
+0.4% +$3.23K 0.79% 45
2019
Q3 		$827K Buy
28,338
+600
+2% +$17.3K 0.7% 51
2019
Q2 		$804K Buy
27,738
+9,932
+56% +$286K 0.69% 56
2019
Q1 		$491K Buy
+17,806
New +$503K 0.45% 66

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

Brooks Moore & Associates's BAC Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Bank of America (BAC) stake by 13% in Q1 2026, selling an estimated $267K and leaving 34,573 shares worth $1.69M. The position accounts for 0.85% of the portfolio, ranked #37.

Brooks Moore & Associates first reported a position in BAC in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.19M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Brooks Moore & Associates held 34,573 shares of Bank of America worth $1.69M as of Q1 2026.
  • Brooks Moore & Associates sold 5,174 Bank of America shares in Q1 2026, an estimated $267K.
  • Bank of America made up 0.85% of Brooks Moore & Associates's portfolio in Q1 2026, its #37 holding.
  • Brooks Moore & Associates first reported a position in Bank of America in Q1 2019 and has held it in 29 quarters since.
  • Brooks Moore & Associates's Bank of America position peaked at $2.19M in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.