DR
BAC icon

Davis Rea’s Bank of America BAC Stock Holding History

Davis Rea’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
2025
Q3 		– Sell
-2,242
Closed -$31.4K – 61
2025
Q2 		$31.4K Buy
+2,242
New +$94.3K 0.01% 56

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

Davis Rea's BAC Position: Q1 2026 in Review

Davis Rea increased its Bank of America (BAC) stake by 9.1% in Q1 2026, buying an estimated $1.27M and bringing the position to 295,796 shares worth $14.4M. The position accounts for 3.76% of the portfolio, ranked #6.

Davis Rea first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.9M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Davis Rea held 295,796 shares of Bank of America worth $14.4M as of Q1 2026.
  • Davis Rea bought 24,680 Bank of America shares in Q1 2026, an estimated $1.27M.
  • Bank of America made up 3.76% of Davis Rea's portfolio in Q1 2026, its #6 holding.
  • Davis Rea first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Davis Rea's Bank of America position peaked at $14.9M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Davis Rea's 13F filing for Q1 2026, filed 30 Apr 2026.