Coombe, Bender & Co’s Bank of America BAC Stock Holding History

Coombe, Bender & Co’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
2024 Q2	$2.4M	Buy	60,420 +1,476	+3%	+$56.6K	1.42%	24
2024 Q1	$2.24M	Buy	58,944 +13,166	+29%	+$452K	1.36%	24
2023 Q4	$1.54M	Sell	45,778 -14,507	-24%	-$422K	0.96%	29
2023 Q3	$1.65M	Buy	60,285 +1,211	+2%	+$35.8K	1.24%	27
2023 Q2	$1.69M	Buy	59,074 +6,570	+13%	+$187K	1.24%	27
2023 Q1	$1.5M	Buy	52,504 +5,827	+12%	+$192K	1.18%	30
2022 Q4	$1.55M	Sell	46,677 -7,453	-14%	-$257K	1.41%	22
2022 Q3	$1.64M	Buy	54,130 +626	+1%	+$20.9K	1.45%	23
2022 Q2	$1.67M	Buy	+53,504	New	+$1.93M	1.41%	24

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coombe, Bender & Co's BAC Position: Q2 2024 in Review

Coombe, Bender & Co increased its Bank of America (BAC) stake by 2.5% in Q2 2024, buying an estimated $56.6K and bringing the position to 60,420 shares worth $2.4M. The position accounts for 1.42% of the portfolio, ranked #24.

Coombe, Bender & Co first reported a position in BAC in Q2 2022 and has held it in 9 quarters since. 2,952 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Coombe, Bender & Co held 60,420 shares of Bank of America worth $2.4M as of Q2 2024.
Coombe, Bender & Co bought 1,476 Bank of America shares in Q2 2024, an estimated $56.6K.
Bank of America made up 1.42% of Coombe, Bender & Co's portfolio in Q2 2024, its #24 holding.
Coombe, Bender & Co first reported a position in Bank of America in Q2 2022 and has held it in 9 quarters since.
2,952 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.