Burk Holdings’s Bank of America BAC Stock Holding History

Burk Holdings’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 Q3	$254K	Buy	4,663 +298	+7%	+$18.2K	0.09%	70
2026 Q2	$249K	Hold	4,365	–	–	0.09%	69
2026 Q1	$213K	Hold	4,365	–	–	0.09%	72
2025 Q4	$240K	Sell	4,365 -634	-13%	-$33.5K	0.11%	70
2025 Q3	$258K	Hold	4,999	–	–	0.14%	63
2025 Q2	$237K	Sell	4,999 -1,116	-18%	-$47K	0.15%	55
2025 Q1	$255K	Hold	6,115	–	–	0.19%	50
2024 Q4	$269K	Buy	+6,115	New	+$269K	0.22%	48

Other funds holding BAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Burk Holdings's BAC Position: Q3 2026 in Review

Burk Holdings increased its Bank of America (BAC) stake by 6.8% in Q3 2026, buying an estimated $18.2K and bringing the position to 4,663 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #70.

Burk Holdings first reported a position in BAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $269K in Q4 2024. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Burk Holdings held 4,663 shares of Bank of America worth $254K as of Q3 2026.
Burk Holdings bought 298 Bank of America shares in Q3 2026, an estimated $18.2K.
Bank of America made up 0.09% of Burk Holdings's portfolio in Q3 2026, its #70 holding.
Burk Holdings first reported a position in Bank of America in Q4 2024 and has held it in 8 quarters since.
Burk Holdings's Bank of America position peaked at $269K in Q4 2024.
2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.