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Bush Investment Group’s Bank of America BAC Stock Holding History

Bush Investment Group’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
-5,792
Closed -$319K – 39
2025
Q4 		$319K Hold
5,792
– – 0.18% 37
2025
Q3 		$299K Hold
5,792
– – 0.18% 36
2025
Q2 		$274K Hold
5,792
– – 0.18% 35
2025
Q1 		$242K Sell
5,792
-240
-4% -$10.7K 0.18% 34
2024
Q4 		$265K Hold
6,032
– – 0.21% 31
2024
Q3 		$239K Buy
+6,032
New +$242K 0.19% 30

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bush Investment Group's BAC Position: Q1 2026 in Review

Bush Investment Group sold out of Bank of America (BAC) in Q1 2026, closing a stake of 5,792 shares — an estimated $319K sold.

Bush Investment Group first reported a position in BAC in Q3 2024 and held it in 6 quarters. The position peaked at $319K in Q4 2025. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Bush Investment Group reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Bush Investment Group sold 5,792 Bank of America shares in Q1 2026, an estimated $319K.
  • Bush Investment Group first reported a position in Bank of America in Q3 2024 and held it in 6 quarters.
  • Bush Investment Group's Bank of America position peaked at $319K in Q4 2025.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.