Concord Asset Management (Virginia)’s Bank of America BAC Stock Holding History

Concord Asset Management (Virginia)’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	$1.37M	Buy	28,024 +1,748	+7%	+$90.2K	0.23%	86
2025 Q4	$1.45M	Sell	26,276 -40	-0.2%	-$2.11K	0.25%	80
2025 Q3	$1.36M	Sell	26,316 -6,599	-20%	-$322K	0.25%	82
2025 Q2	$1.56M	Buy	32,915 +5,962	+22%	+$251K	0.23%	101
2025 Q1	$1.04M	Buy	26,953 +9,627	+56%	+$429K	0.23%	92
2024 Q4	$761K	Buy	17,326 +1,458	+9%	+$64.1K	0.17%	91
2024 Q3	$630K	Buy	15,868 +294	+2%	+$11.8K	0.14%	92
2024 Q2	$619K	Sell	15,574 -32,830	-68%	-$1.26M	0.15%	93
2024 Q1	$1.84M	Buy	48,404 +8,391	+21%	+$288K	0.48%	51
2023 Q4	$1.35M	Buy	40,013 +9,890	+33%	+$288K	0.4%	55
2023 Q3	$825K	Buy	30,123 +7,202	+31%	+$213K	0.28%	60
2023 Q2	$658K	Buy	22,921 +5,509	+32%	+$157K	0.23%	54
2023 Q1	$498K	Buy	+17,412	New	+$575K	0.2%	57

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Asset Management (Virginia)'s BAC Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Bank of America (BAC) stake by 6.7% in Q1 2026, buying an estimated $90.2K and bringing the position to 28,024 shares worth $1.37M. The position accounts for 0.23% of the portfolio, ranked #86.

Concord Asset Management (Virginia) first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q1 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Concord Asset Management (Virginia) held 28,024 shares of Bank of America worth $1.37M as of Q1 2026.
Concord Asset Management (Virginia) bought 1,748 Bank of America shares in Q1 2026, an estimated $90.2K.
Bank of America made up 0.23% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #86 holding.
Concord Asset Management (Virginia) first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
Concord Asset Management (Virginia)'s Bank of America position peaked at $1.84M in Q1 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.