Bull Oak Capital’s Bank of America BAC Stock Holding History

Bull Oak Capital’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	–	Sell	-5,036	Closed	-$277K	–	39
2025 Q4	$277K	Hold	5,036	–	–	0.11%	29
2025 Q3	$260K	Hold	5,036	–	–	0.11%	29
2025 Q2	$238K	Sell	5,036 -46	-0.9%	-$1.94K	0.11%	27
2025 Q1	$212K	Buy	5,082 +105	+2%	+$4.68K	0.12%	23
2024 Q4	$219K	Buy	+4,977	New	+$219K	0.12%	23

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

Bull Oak Capital's BAC Position: Q1 2026 in Review

Bull Oak Capital sold out of Bank of America (BAC) in Q1 2026, closing a stake of 5,036 shares — an estimated $277K sold.

Bull Oak Capital first reported a position in BAC in Q4 2024 and held it in 5 quarters. The position peaked at $277K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Bull Oak Capital reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Bull Oak Capital sold 5,036 Bank of America shares in Q1 2026, an estimated $277K.
Bull Oak Capital first reported a position in Bank of America in Q4 2024 and held it in 5 quarters.
Bull Oak Capital's Bank of America position peaked at $277K in Q4 2025.
3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.