Coyle Financial Counsel’s Bank of America BAC Stock Holding History

Coyle Financial Counsel’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	$455K	Sell	9,337 -76	-0.8%	-$3.92K	0.1%	70
2025 Q4	$518K	Buy	9,413 +36	+0.4%	+$1.9K	0.11%	64
2025 Q3	$484K	Buy	9,377 +110	+1%	+$5.37K	0.11%	64
2025 Q2	$439K	Buy	9,267 +53	+0.6%	+$2.23K	0.12%	62
2025 Q1	$385K	Buy	9,214 +683	+8%	+$30.4K	0.12%	57
2024 Q4	$375K	Buy	8,531 +858	+11%	+$37.7K	0.12%	58
2024 Q3	$305K	Buy	7,673 +211	+3%	+$8.46K	0.11%	57
2024 Q2	$283K	Hold	7,462	–	–	0.1%	56
2024 Q1	$283K	Buy	7,462 +15	+0.2%	+$515	0.1%	56
2023 Q4	$251K	Buy	7,447 +60	+0.8%	+$1.75K	0.1%	58
2023 Q3	$202K	Buy	+7,387	New	+$219K	0.08%	63
2018 Q3	–	Sell	-694	Closed	-$20K	–	57
2018 Q2	$20K	Sell	694 -212	-23%	-$6.33K	0.02%	81
2018 Q1	$27K	Buy	+906	New	+$28.5K	0.03%	62
2014 Q3	–	Sell	-12,500	Closed	-$192K	–	42
2014 Q2	$192K	Buy	+12,500	New	+$194K	0.26%	42

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

Coyle Financial Counsel's BAC Position: Q1 2026 in Review

Coyle Financial Counsel reduced its Bank of America (BAC) stake by 0.81% in Q1 2026, selling an estimated $3.92K and leaving 9,337 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #70.

Coyle Financial Counsel first reported a position in BAC in Q2 2014 and has held it in 14 quarters since. The position peaked at $518K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Coyle Financial Counsel held 9,337 shares of Bank of America worth $455K as of Q1 2026.
Coyle Financial Counsel sold 76 Bank of America shares in Q1 2026, an estimated $3.92K.
Bank of America made up 0.1% of Coyle Financial Counsel's portfolio in Q1 2026, its #70 holding.
Coyle Financial Counsel first reported a position in Bank of America in Q2 2014 and has held it in 14 quarters since.
Coyle Financial Counsel's Bank of America position peaked at $518K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.