Cardiff Park Advisors’s Bank of America BAC Stock Holding History

Cardiff Park Advisors’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	$274K	Buy	5,613 +17	+0.3%	+$877	0.02%	243
2025 Q4	$308K	Sell	5,596 -44	-0.8%	-$2.33K	0.03%	216
2025 Q3	$291K	Buy	5,640 +15	+0.3%	+$732	0.02%	240
2025 Q2	$266K	Buy	5,625 +16	+0.3%	+$673	0.02%	234
2025 Q1	$234K	Buy	5,609 +18	+0.3%	+$802	0.02%	240
2024 Q4	$246K	Buy	5,591 +16	+0.3%	+$704	0.02%	236
2024 Q3	$221K	Buy	5,575 +19	+0.3%	+$761	0.02%	241
2024 Q2	$221K	Buy	5,556 +95	+2%	+$3.64K	0.02%	236
2024 Q1	$207K	Sell	5,461 -1,544	-22%	-$53K	0.02%	250
2023 Q4	$236K	Buy	+7,005	New	+$204K	0.03%	207
2023 Q2	–	Sell	-7,586	Closed	-$217K	–	322
2023 Q1	$217K	Buy	+7,586	New	+$250K	0.03%	217
2022 Q2	–	Sell	-5,933	Closed	-$245K	–	322
2022 Q1	$245K	Sell	5,933 -404	-6%	-$18.2K	0.03%	204
2021 Q4	$282K	Buy	+6,337	New	+$289K	0.04%	197

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

Cardiff Park Advisors's BAC Position: Q1 2026 in Review

Cardiff Park Advisors increased its Bank of America (BAC) stake by 0.3% in Q1 2026, buying an estimated $877 and bringing the position to 5,613 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #243.

Cardiff Park Advisors first reported a position in BAC in Q4 2021 and has held it in 13 quarters since. The position peaked at $308K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Cardiff Park Advisors held 5,613 shares of Bank of America worth $274K as of Q1 2026.
Cardiff Park Advisors bought 17 Bank of America shares in Q1 2026, an estimated $877.
Bank of America made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #243 holding.
Cardiff Park Advisors first reported a position in Bank of America in Q4 2021 and has held it in 13 quarters since.
Cardiff Park Advisors's Bank of America position peaked at $308K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.