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Charter Research & Investment Group’s Bank of America BAC Stock Holding History

Charter Research & Investment 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 		$3.47M Buy
71,162
+480
+0.7% +$24.8K 2.31% 13
2025
Q4 		$3.89M Sell
70,682
-527
-0.7% -$27.9K 2.6% 11
2025
Q3 		$3.67M Sell
71,209
-675
-0.9% -$32.9K 2.54% 11
2025
Q2 		$3.4M Sell
71,884
-2,200
-3% -$92.6K 2.54% 11
2025
Q1 		$3.09M Buy
74,084
+500
+0.7% +$22.3K 2.36% 14
2024
Q4 		$3.23M Sell
73,584
-200
-0.3% -$8.8K 2.46% 13
2024
Q3 		$2.93M Buy
73,784
+2,852
+4% +$114K 2.16% 14
2024
Q2 		$2.82M Sell
70,932
-400
-0.6% -$15.3K 2.22% 14
2024
Q1 		$2.7M Sell
71,332
-34
-0% -$1.17K 2.14% 13
2023
Q4 		$2.4M Sell
71,366
-450
-0.6% -$13.1K 1.99% 14
2023
Q3 		$1.97M Sell
71,816
-2,525
-3% -$74.7K 1.77% 20
2023
Q2 		$2.13M Buy
74,341
+380
+0.5% +$10.8K 1.77% 18
2023
Q1 		$2.12M Buy
73,961
+6,759
+10% +$223K 1.85% 17
2022
Q4 		$2.23M Hold
67,202
– – 2.13% 15
2022
Q3 		$2.03M Buy
67,202
+500
+0.7% +$16.7K 2.05% 16
2022
Q2 		$2.08M Sell
66,702
-1,064
-2% -$38.3K 1.89% 17
2022
Q1 		$2.79M Buy
67,766
+851
+1% +$38.4K 2.27% 14
2021
Q4 		$2.98M Sell
66,915
-400
-0.6% -$18.2K 2.34% 11
2021
Q3 		$2.86M Buy
67,315
+520
+0.8% +$20.9K 2.37% 14
2021
Q2 		$2.75M Buy
66,795
+185
+0.3% +$7.58K 2.28% 17
2021
Q1 		$2.58M Hold
66,610
– – 2.25% 17
2020
Q4 		$2.02M Hold
66,610
– – 1.94% 18
2020
Q3 		$1.6M Buy
66,610
+3,060
+5% +$76.2K 1.76% 19
2020
Q2 		$1.51M Hold
63,550
– – 1.74% 22
2020
Q1 		$1.35M Sell
63,550
-14,470
-19% -$434K 1.78% 21
2019
Q4 		$2.75M Buy
78,020
+325
+0.4% +$10.5K 2.79% 12
2019
Q3 		$2.27M Buy
77,695
+1,825
+2% +$52.5K 2.45% 11
2019
Q2 		$2.2M Sell
75,870
-1,600
-2% -$46.1K 2.45% 11
2019
Q1 		$2.14M Buy
77,470
+14,850
+24% +$420K 2.36% 11
2018
Q4 		$1.54M Sell
62,620
-15,775
-20% -$428K 1.95% 16
2018
Q3 		$2.31M Buy
78,395
+3,100
+4% +$94.4K 2.52% 12
2018
Q2 		$2.12M Buy
+75,295
New +$2.25M 2.43% 13

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

Charter Research & Investment Group's BAC Position: Q1 2026 in Review

Charter Research & Investment Group increased its Bank of America (BAC) stake by 0.68% in Q1 2026, buying an estimated $24.8K and bringing the position to 71,162 shares worth $3.47M. The position accounts for 2.31% of the portfolio, ranked #13.

Charter Research & Investment Group first reported a position in BAC in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.89M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Charter Research & Investment Group held 71,162 shares of Bank of America worth $3.47M as of Q1 2026.
  • Charter Research & Investment Group bought 480 Bank of America shares in Q1 2026, an estimated $24.8K.
  • Bank of America made up 2.31% of Charter Research & Investment Group's portfolio in Q1 2026, its #13 holding.
  • Charter Research & Investment Group first reported a position in Bank of America in Q2 2018 and has held it in 32 quarters since.
  • Charter Research & Investment Group's Bank of America position peaked at $3.89M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.