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

Cairn 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	$232K	Hold	4,768	–	–	0.12%	60
2025 Q4	$262K	Hold	4,768	–	–	0.12%	60
2025 Q3	$246K	Hold	4,768	–	–	0.11%	67
2025 Q2	$226K	Buy	+4,768	New	+$201K	0.12%	66
2025 Q1	–	Sell	-4,768	Closed	-$210K	–	67
2024 Q4	$210K	Buy	+4,768	New	+$210K	0.12%	64

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

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

Cairn Investment Group held its Bank of America (BAC) position steady in Q1 2026 at 4,768 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #60.

Cairn Investment Group first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $262K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Cairn Investment Group held 4,768 shares of Bank of America worth $232K as of Q1 2026.
Cairn Investment Group left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.12% of Cairn Investment Group's portfolio in Q1 2026, its #60 holding.
Cairn Investment Group first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
Cairn Investment Group's Bank of America position peaked at $262K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cairn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.