CFO Capital Management’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
$205K Hold
4,200
0.17% 103
2025
Q4
$231K Buy
+4,200
New +$222K 0.17% 103

Other funds holding BAC

CFO Capital Management's BAC Position: Q1 2026 in Review

CFO Capital Management held its Bank of America (BAC) position steady in Q1 2026 at 4,200 shares worth $205K. The position accounts for 0.17% of the portfolio, ranked #103.

CFO Capital Management first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $231K in Q4 2025. 3,473 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • CFO Capital Management held 4,200 shares of Bank of America worth $205K as of Q1 2026.
  • CFO Capital Management left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.17% of CFO Capital Management's portfolio in Q1 2026, its #103 holding.
  • CFO Capital Management first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Bank of America position peaked at $231K in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.