Convergence Financial’s Bank of America BAC Stock Holding History

Convergence 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	$217K	Sell	4,447 -474	-10%	-$24.5K	0.02%	209
2025 Q4	$271K	Sell	4,921 -384	-7%	-$20.3K	0.04%	168
2025 Q3	$274K	Buy	5,305 +32	+0.6%	+$1.56K	0.04%	166
2025 Q2	$249K	Sell	5,273 -409	-7%	-$17.2K	0.04%	169
2025 Q1	$237K	Sell	5,682 -163	-3%	-$7.26K	0.05%	155
2024 Q4	$257K	Sell	5,845 -1,181	-17%	-$52K	0.05%	135
2024 Q3	$279K	Sell	7,026 -1,997	-22%	-$80K	0.06%	129
2024 Q2	$359K	Buy	+9,023	New	+$346K	0.09%	112

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

Convergence Financial's BAC Position: Q1 2026 in Review

Convergence Financial reduced its Bank of America (BAC) stake by 9.6% in Q1 2026, selling an estimated $24.5K and leaving 4,447 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #209.

Convergence Financial first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $359K in Q2 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Convergence Financial held 4,447 shares of Bank of America worth $217K as of Q1 2026.
Convergence Financial sold 474 Bank of America shares in Q1 2026, an estimated $24.5K.
Bank of America made up 0.02% of Convergence Financial's portfolio in Q1 2026, its #209 holding.
Convergence Financial first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Convergence Financial's Bank of America position peaked at $359K in Q2 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.