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Copley Financial Group’s Bank of America BAC Stock Holding History

Copley Financial Group’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 		$473K Sell
9,709
-818
-8% -$42.2K 0.29% 53
2025
Q4 		$579K Sell
10,527
-964
-8% -$51K 0.36% 40
2025
Q3 		$593K Sell
11,491
-705
-6% -$34.4K 0.41% 39
2025
Q2 		$577K Sell
12,196
-1,111
-8% -$46.7K 0.43% 40
2025
Q1 		$555K Sell
13,307
-61
-0.5% -$2.72K 0.43% 46
2024
Q4 		$588K Sell
13,368
-491
-4% -$21.6K 0.45% 45
2024
Q3 		$550K Buy
+13,859
New +$555K 0.5% 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

Copley Financial Group's BAC Position: Q1 2026 in Review

Copley Financial Group reduced its Bank of America (BAC) stake by 7.8% in Q1 2026, selling an estimated $42.2K and leaving 9,709 shares worth $473K. The position accounts for 0.29% of the portfolio, ranked #53.

Copley Financial Group first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $593K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Copley Financial Group held 9,709 shares of Bank of America worth $473K as of Q1 2026.
  • Copley Financial Group sold 818 Bank of America shares in Q1 2026, an estimated $42.2K.
  • Bank of America made up 0.29% of Copley Financial Group's portfolio in Q1 2026, its #53 holding.
  • Copley Financial Group first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Bank of America position peaked at $593K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.