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Custom Index Systems’s Bank of America BAC Stock Holding History

Custom Index Systems’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 		$298K Buy
6,108
+1,517
+33% +$78.3K 0.13% 202
2025
Q4 		$253K Sell
4,591
-1,945
-30% -$103K 0.11% 213
2025
Q3 		$337K Buy
6,536
+1,648
+34% +$80.4K 0.1% 206
2025
Q2 		$231K Buy
+4,888
New +$206K 0.11% 220
2024
Q2 		– Sell
-5,976
Closed -$227K – 255
2024
Q1 		$227K Buy
+5,976
New +$205K 0.13% 225

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

Custom Index Systems's BAC Position: Q1 2026 in Review

Custom Index Systems increased its Bank of America (BAC) stake by 33% in Q1 2026, buying an estimated $78.3K and bringing the position to 6,108 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #202.

Custom Index Systems first reported a position in BAC in Q1 2024 and has held it in 5 quarters since. The position peaked at $337K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Custom Index Systems held 6,108 shares of Bank of America worth $298K as of Q1 2026.
  • Custom Index Systems bought 1,517 Bank of America shares in Q1 2026, an estimated $78.3K.
  • Bank of America made up 0.13% of Custom Index Systems's portfolio in Q1 2026, its #202 holding.
  • Custom Index Systems first reported a position in Bank of America in Q1 2024 and has held it in 5 quarters since.
  • Custom Index Systems's Bank of America position peaked at $337K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.