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CFO4Life Group’s Bank of America BAC Stock Holding History

CFO4Life 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 		$643K Sell
13,191
-1,863
-12% -$96.1K 0.1% 102
2025
Q4 		$828K Sell
15,054
-1,371
-8% -$72.5K 0.12% 86
2025
Q3 		$847K Buy
16,425
+384
+2% +$18.7K 0.12% 85
2025
Q2 		$759K Sell
16,041
-423
-3% -$17.8K 0.12% 88
2025
Q1 		$687K Sell
16,464
-14,050
-46% -$626K 0.12% 90
2024
Q4 		$1.34M Sell
30,514
-478
-2% -$21K 0.24% 56
2024
Q3 		$1.23M Buy
30,992
+15,660
+102% +$628K 0.22% 57
2024
Q2 		$610K Buy
15,332
+1,266
+9% +$48.5K 0.11% 100
2024
Q1 		$533K Buy
14,066
+2,215
+19% +$76K 0.1% 109
2023
Q4 		$399K Sell
11,851
-1,649
-12% -$48K 0.08% 120
2023
Q3 		$370K Sell
13,500
-70
-0.5% -$2.07K 0.09% 111
2023
Q2 		$389K Buy
13,570
+2,589
+24% +$73.9K 0.08% 117
2023
Q1 		$314K Buy
10,981
+2,161
+25% +$71.3K 0.07% 123
2022
Q4 		$292K Buy
8,820
+1,733
+24% +$59.7K 0.06% 133
2022
Q3 		$214K Buy
7,087
+9
+0.1% +$301 0.06% 129
2022
Q2 		$228K Sell
7,078
-3,813
-35% -$137K 0.06% 129
2022
Q1 		$449K Buy
10,891
+617
+6% +$27.8K 0.09% 99
2021
Q4 		$457K Buy
10,274
+3,786
+58% +$172K 0.09% 101
2021
Q3 		$275K Buy
+6,488
New +$261K 0.06% 116
2020
Q1 		– Sell
-7,224
Closed -$254K – 121
2019
Q4 		$254K Sell
7,224
-413
-5% -$13.3K 0.11% 104
2019
Q3 		$223K Buy
7,637
+12
+0.2% +$345 0.1% 106
2019
Q2 		$221K Buy
7,625
+107
+1% +$3.09K 0.1% 106
2019
Q1 		$207K Buy
+7,518
New +$212K 0.1% 112

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

CFO4Life Group's BAC Position: Q1 2026 in Review

CFO4Life Group reduced its Bank of America (BAC) stake by 12% in Q1 2026, selling an estimated $96.1K and leaving 13,191 shares worth $643K. The position accounts for 0.1% of the portfolio, ranked #102.

CFO4Life Group first reported a position in BAC in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.34M in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • CFO4Life Group held 13,191 shares of Bank of America worth $643K as of Q1 2026.
  • CFO4Life Group sold 1,863 Bank of America shares in Q1 2026, an estimated $96.1K.
  • Bank of America made up 0.1% of CFO4Life Group's portfolio in Q1 2026, its #102 holding.
  • CFO4Life Group first reported a position in Bank of America in Q1 2019 and has held it in 23 quarters since.
  • CFO4Life Group's Bank of America position peaked at $1.34M in Q4 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.