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Carr Financial Group’s Bank of America BAC Stock Holding History

Carr Financial 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 		$547K Buy
11,219
+682
+6% +$35.2K 0.14% 96
2025
Q4 		$580K Buy
10,537
+316
+3% +$16.7K 0.15% 95
2025
Q3 		$527K Sell
10,221
-165
-2% -$8.05K 0.14% 97
2025
Q2 		$491K Buy
10,386
+7
+0.1% +$294 0.15% 98
2025
Q1 		$433K Buy
10,379
+1,168
+13% +$52K 0.14% 104
2024
Q4 		$405K Sell
9,211
-207
-2% -$9.11K 0.13% 119
2024
Q3 		$374K Buy
9,418
+6
+0.1% +$240 0.11% 132
2024
Q2 		$374K Buy
9,412
+1,562
+20% +$59.9K 0.12% 129
2024
Q1 		$298K Buy
7,850
+17
+0.2% +$584 0.1% 148
2023
Q4 		$264K Sell
7,833
-74
-0.9% -$2.15K 0.1% 144
2023
Q3 		$225K Sell
7,907
-1,295
-14% -$38.3K 0.09% 154
2023
Q2 		$264K Buy
+9,202
New +$263K 0.11% 144

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carr Financial Group's BAC Position: Q1 2026 in Review

Carr Financial Group increased its Bank of America (BAC) stake by 6.5% in Q1 2026, buying an estimated $35.2K and bringing the position to 11,219 shares worth $547K. The position accounts for 0.14% of the portfolio, ranked #96.

Carr Financial Group first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $580K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Carr Financial Group held 11,219 shares of Bank of America worth $547K as of Q1 2026.
  • Carr Financial Group bought 682 Bank of America shares in Q1 2026, an estimated $35.2K.
  • Bank of America made up 0.14% of Carr Financial Group's portfolio in Q1 2026, its #96 holding.
  • Carr Financial Group first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
  • Carr Financial Group's Bank of America position peaked at $580K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.