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Coign Capital Advisors’s Bank of America BAC Stock Holding History

Coign Capital Advisors’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 		$772K Buy
15,832
+203
+1% +$10.5K 0.41% 48
2025
Q4 		$860K Buy
15,629
+276
+2% +$14.6K 0.45% 37
2025
Q3 		$792K Buy
15,353
+534
+4% +$26.1K 0.44% 38
2025
Q2 		$701K Buy
14,819
+305
+2% +$12.8K 0.47% 40
2025
Q1 		$606K Buy
14,514
+158
+1% +$7.04K 0.47% 50
2024
Q4 		$631K Buy
+14,356
New +$632K 0.58% 43

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

Coign Capital Advisors's BAC Position: Q1 2026 in Review

Coign Capital Advisors increased its Bank of America (BAC) stake by 1.3% in Q1 2026, buying an estimated $10.5K and bringing the position to 15,832 shares worth $772K. The position accounts for 0.41% of the portfolio, ranked #48.

Coign Capital Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $860K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Coign Capital Advisors held 15,832 shares of Bank of America worth $772K as of Q1 2026.
  • Coign Capital Advisors bought 203 Bank of America shares in Q1 2026, an estimated $10.5K.
  • Bank of America made up 0.41% of Coign Capital Advisors's portfolio in Q1 2026, its #48 holding.
  • Coign Capital Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Coign Capital Advisors's Bank of America position peaked at $860K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Coign Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.