Councilmark Asset Management’s Bank of America BAC Stock Holding History

Councilmark Asset Management’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	$968K	Buy	19,864 +50	+0.3%	+$2.58K	0.56%	37
2025 Q4	$1.09M	Sell	19,814 -720	-4%	-$38.1K	0.61%	36
2025 Q3	$1.06M	Hold	20,534	–	–	0.61%	36
2025 Q2	$972K	Buy	20,534 +60	+0.3%	+$2.52K	0.62%	37
2025 Q1	$854K	Hold	20,474	–	–	0.58%	43
2024 Q4	$900K	Buy	20,474 +141	+0.7%	+$6.2K	0.6%	40
2024 Q3	$807K	Hold	20,333	–	–	0.54%	43
2024 Q2	$809K	Hold	20,333	–	–	0.57%	44
2024 Q1	$771K	Buy	+20,333	New	+$698K	0.56%	43

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

Councilmark Asset Management's BAC Position: Q1 2026 in Review

Councilmark Asset Management increased its Bank of America (BAC) stake by 0.25% in Q1 2026, buying an estimated $2.58K and bringing the position to 19,864 shares worth $968K. The position accounts for 0.56% of the portfolio, ranked #37.

Councilmark Asset Management first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Councilmark Asset Management held 19,864 shares of Bank of America worth $968K as of Q1 2026.
Councilmark Asset Management bought 50 Bank of America shares in Q1 2026, an estimated $2.58K.
Bank of America made up 0.56% of Councilmark Asset Management's portfolio in Q1 2026, its #37 holding.
Councilmark Asset Management first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's Bank of America position peaked at $1.09M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.