Cambridge Financial Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.54M | Sell |
175,156
-4,235
| -2% | -$219K | 3.19% | 15 |
|
|
2025
Q4 | $9.87M | Sell |
179,391
-2,090
| -1% | -$110K | 3.77% | 6 |
|
|
2025
Q3 | $9.36M | Buy |
181,481
+32,780
| +22% | +$1.6M | 3.63% | 7 |
|
|
2025
Q2 | $7.04M | Sell |
148,701
-45,150
| -23% | -$1.9M | 3.55% | 7 |
|
|
2025
Q1 | $8.09M | Sell |
193,851
-8,000
| -4% | -$356K | 3.51% | 12 |
|
|
2024
Q4 | $8.87M | Buy |
+201,851
| New | +$8.88M | 3.66% | 8 |
|
|
2024
Q2 | $8.24M | Sell |
207,246
-5,625
| -3% | -$216K | 3.71% | 7 |
|
|
2024
Q1 | $8.07M | Sell |
212,871
-3,620
| -2% | -$124K | 3.58% | 10 |
|
|
2023
Q4 | $7.29M | Sell |
216,491
-1,560
| -0.7% | -$45.4K | 3.65% | 6 |
|
|
2023
Q3 | $5.97M | Buy |
+218,051
| New | +$6.45M | 3.25% | 18 |
|
|
2022
Q4 | $5.72M | Sell |
172,694
-5,705
| -3% | -$197K | 3.19% | 18 |
|
|
2022
Q3 | $5.39M | Buy |
+178,399
| New | +$5.96M | 3.24% | 20 |
|
|
2022
Q1 | $7.29M | Sell |
176,817
-20,680
| -10% | -$933K | 3.27% | 17 |
|
|
2021
Q4 | $8.79M | Sell |
197,497
-4,225
| -2% | -$192K | 3.45% | 13 |
|
|
2021
Q3 | $8.56M | Sell |
201,722
-5,037
| -2% | -$203K | 3.77% | 5 |
|
|
2021
Q2 | $8.52M | Sell |
206,759
-21,480
| -9% | -$881K | 3.65% | 8 |
|
|
2021
Q1 | $8.83M | Sell |
228,239
-4,365
| -2% | -$151K | 3.9% | 2 |
|
|
2020
Q4 | $7.05M | Buy |
232,604
+2,590
| +1% | +$69.4K | 3.35% | 16 |
|
|
2020
Q3 | $5.54M | Buy |
230,014
+48,730
| +27% | +$1.21M | 2.91% | 25 |
|
|
2020
Q2 | $4.31M | Sell |
181,284
-5,835
| -3% | -$138K | 2.43% | 24 |
|
|
2020
Q1 | $3.97M | Sell |
187,119
-5,035
| -3% | -$151K | 2.68% | 24 |
|
|
2019
Q4 | $6.77M | Sell |
192,154
-2,495
| -1% | -$80.6K | 3.44% | 13 |
|
|
2019
Q3 | $5.68M | Sell |
194,649
-7,340
| -4% | -$211K | 3.09% | 19 |
|
|
2019
Q2 | $5.86M | Buy |
201,989
+115
| +0.1% | +$3.32K | 3.12% | 21 |
|
|
2019
Q1 | $5.57M | Buy |
201,874
+35,290
| +21% | +$997K | 3.02% | 25 |
|
|
2018
Q4 | $4.1M | Sell |
166,584
-57,255
| -26% | -$1.55M | 2.62% | 26 |
|
|
2018
Q3 | $6.59M | Hold |
223,839
| – | – | 2.99% | 24 |
|
|
2018
Q2 | $6.31M | Buy |
223,839
+16,796
| +8% | +$501K | 3.1% | 20 |
|
|
2018
Q1 | $6.21M | Sell |
207,043
-19,436
| -9% | -$611K | 3.35% | 15 |
|
|
2017
Q4 | $6.69M | Sell |
226,479
-1,510
| -0.7% | -$41.6K | 3.3% | 18 |
|
|
2017
Q3 | $5.78M | Buy |
227,989
+1,703
| +0.8% | +$41.3K | 3.02% | 24 |
|
|
2017
Q2 | $5.49M | Buy |
226,286
+5,513
| +2% | +$129K | 2.94% | 24 |
|
|
2017
Q1 | $5.21M | Buy |
+220,773
| New | +$5.24M | 2.94% | 26 |
|
|
2013
Q4 | – | Sell |
-415,661
| Closed | -$5.74M | – | 31 |
|
|
2013
Q3 | $5.74M | Sell |
415,661
-29,188
| -7% | -$417K | 3.16% | 21 |
|
|
2013
Q2 | $6.49M | Buy |
+444,849
| New | +$5.67M | 3.27% | 20 |
|
Other funds holding BAC
VCM
VPM
Cambridge Financial Group's BAC Position: Q1 2026 in Review
Cambridge Financial Group reduced its Bank of America (BAC) stake by 2.4% in Q1 2026, selling an estimated $219K and leaving 175,156 shares worth $8.54M. The position accounts for 3.19% of the portfolio, ranked #15.
Cambridge Financial Group first reported a position in BAC in Q2 2013 and has held it in 35 quarters since. The position peaked at $9.87M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Cambridge Financial Group held 175,156 shares of Bank of America worth $8.54M as of Q1 2026.
- Cambridge Financial Group sold 4,235 Bank of America shares in Q1 2026, an estimated $219K.
- Bank of America made up 3.19% of Cambridge Financial Group's portfolio in Q1 2026, its #15 holding.
- Cambridge Financial Group first reported a position in Bank of America in Q2 2013 and has held it in 35 quarters since.
- Cambridge Financial Group's Bank of America position peaked at $9.87M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Cambridge Financial Group's 13F filing for Q1 2026, filed 14 May 2026.