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Constant Guidance Financial’s Bank of America BAC Stock Holding History

Constant Guidance Financial’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 		– Sell
-46,021
Closed -$2.53M – 45
2025
Q4 		$2.53M Buy
46,021
+21,738
+90% +$1.15M 1.78% 13
2025
Q3 		$1.25M Buy
24,283
+20,831
+603% +$1.02M 1% 17
2025
Q2 		$163K Sell
3,452
-18,350
-84% -$772K 0.16% 36
2025
Q1 		$910K Buy
+21,802
New +$972K 1.14% 15
2024
Q4 		– Sell
-64,748
Closed -$2.57M – 37
2024
Q3 		$2.57M Buy
64,748
+10,214
+19% +$409K 2.1% 11
2024
Q2 		$2.17M Sell
54,534
-55,062
-50% -$2.11M 2.25% 10
2024
Q1 		$4.06M Buy
109,596
+92,531
+542% +$3.18M 3.74% 4
2023
Q4 		$575K Buy
+17,065
New +$497K 0.59% 20

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

Constant Guidance Financial's BAC Position: Q1 2026 in Review

Constant Guidance Financial sold out of Bank of America (BAC) in Q1 2026, closing a stake of 46,021 shares — an estimated $2.53M sold.

Constant Guidance Financial first reported a position in BAC in Q4 2023 and held it in 8 quarters. The position peaked at $4.06M in Q1 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Constant Guidance Financial reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Constant Guidance Financial sold 46,021 Bank of America shares in Q1 2026, an estimated $2.53M.
  • Constant Guidance Financial first reported a position in Bank of America in Q4 2023 and held it in 8 quarters.
  • Constant Guidance Financial's Bank of America position peaked at $4.06M in Q1 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.