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Clarus Group’s Bank of America BAC Stock Holding History

Clarus 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 		$278K Buy
5,693
+26
+0.5% +$1.34K 0.1% 84
2025
Q4 		$312K Sell
5,667
-867
-13% -$45.8K 0.11% 76
2025
Q3 		$337K Sell
6,534
-170
-3% -$8.29K 0.12% 76
2025
Q2 		$317K Buy
6,704
+30
+0.4% +$1.26K 0.12% 75
2025
Q1 		$278K Sell
6,674
-5,848
-47% -$261K 0.11% 78
2024
Q4 		$550K Buy
12,522
+32
+0.3% +$1.41K 0.2% 50
2024
Q3 		$496K Buy
12,490
+37
+0.3% +$1.48K 0.21% 54
2024
Q2 		$495K Buy
12,453
+69
+0.6% +$2.64K 0.22% 59
2024
Q1 		$470K Sell
12,384
-278
-2% -$9.54K 0.33% 55
2023
Q4 		$426K Sell
12,662
-253
-2% -$7.37K 0.32% 56
2023
Q3 		$354K Sell
12,915
-57
-0.4% -$1.69K 0.26% 62
2023
Q2 		$372K Buy
12,972
+420
+3% +$12K 0.27% 63
2023
Q1 		$359K Buy
12,552
+34
+0.3% +$1.12K 0.34% 50
2022
Q4 		$415K Buy
12,518
+36
+0.3% +$1.24K 0.36% 48
2022
Q3 		$377K Hold
12,482
– – 0.34% 47
2022
Q2 		$389K Buy
12,482
+34
+0.3% +$1.22K 0.33% 53
2022
Q1 		$513K Buy
12,448
+304
+3% +$13.7K 0.35% 44
2021
Q4 		$540K Hold
12,144
– – 0.36% 40
2021
Q3 		$516K Sell
12,144
-875
-7% -$35.2K 0.36% 41
2021
Q2 		$521K Sell
13,019
-626
-5% -$25.7K 0.39% 39
2021
Q1 		$546K Buy
13,645
+26
+0.2% +$897 0.45% 36
2020
Q4 		$454K Buy
+13,619
New +$365K 0.39% 44

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

Clarus Group's BAC Position: Q1 2026 in Review

Clarus Group increased its Bank of America (BAC) stake by 0.46% in Q1 2026, buying an estimated $1.34K and bringing the position to 5,693 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #84.

Clarus Group first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $550K in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Clarus Group held 5,693 shares of Bank of America worth $278K as of Q1 2026.
  • Clarus Group bought 26 Bank of America shares in Q1 2026, an estimated $1.34K.
  • Bank of America made up 0.1% of Clarus Group's portfolio in Q1 2026, its #84 holding.
  • Clarus Group first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Clarus Group's Bank of America position peaked at $550K in Q4 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.