Callan Family Office’s Bank of America BAC Stock Holding History

Callan Family Office’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	$16.4M	Sell	337,011 -21,154	-6%	-$1.09M	0.37%	45
2025 Q4	$19.7M	Buy	358,165 +72,273	+25%	+$3.82M	0.42%	42
2025 Q3	$14.7M	Sell	285,892 -24,327	-8%	-$1.19M	0.47%	40
2025 Q2	$14.7M	Buy	310,219 +154,577	+99%	+$6.5M	0.46%	41
2025 Q1	$6.49M	Sell	155,642 -42,216	-21%	-$1.88M	0.49%	42
2024 Q4	$8.7M	Buy	197,858 +116,340	+143%	+$5.12M	0.55%	31
2024 Q3	$3.23M	Buy	+81,518	New	+$3.27M	0.54%	35
2023 Q3	–	Sell	-14,085	Closed	-$404K	–	92
2023 Q2	$404K	Sell	14,085 -8,248	-37%	-$235K	0.11%	72
2023 Q1	$639K	Buy	+22,333	New	+$737K	0.16%	83

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

Callan Family Office's BAC Position: Q1 2026 in Review

Callan Family Office reduced its Bank of America (BAC) stake by 5.9% in Q1 2026, selling an estimated $1.09M and leaving 337,011 shares worth $16.4M. The position accounts for 0.37% of the portfolio, ranked #45.

Callan Family Office first reported a position in BAC in Q1 2023 and has held it in 9 quarters since. The position peaked at $19.7M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Callan Family Office held 337,011 shares of Bank of America worth $16.4M as of Q1 2026.
Callan Family Office sold 21,154 Bank of America shares in Q1 2026, an estimated $1.09M.
Bank of America made up 0.37% of Callan Family Office's portfolio in Q1 2026, its #45 holding.
Callan Family Office first reported a position in Bank of America in Q1 2023 and has held it in 9 quarters since.
Callan Family Office's Bank of America position peaked at $19.7M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.