DFA
BAC icon

DHJJ Financial Advisors’s Bank of America BAC Stock Holding History

DHJJ Financial Advisors’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 		$92.1K Hold
1,888
– – 0.03% 297
2025
Q4 		$104K Hold
1,888
– – 0.03% 270
2025
Q3 		$97.4K Hold
1,888
– – 0.03% 263
2025
Q2 		$89.4K Hold
1,888
– – 0.03% 266
2025
Q1 		$78.8K Hold
1,888
– – 0.03% 251
2024
Q4 		$83K Sell
1,888
-202
-10% -$8.89K 0.03% 244
2024
Q3 		$82.9K Hold
2,090
– – 0.03% 241
2024
Q2 		$83.1K Hold
2,090
– – 0.04% 224
2024
Q1 		$79.3K Hold
2,090
– – 0.04% 218
2023
Q4 		$70.4K Hold
2,090
– – 0.03% 221
2023
Q3 		$57.2K Buy
+2,090
New +$61.8K 0.03% 227

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

DHJJ Financial Advisors's BAC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Bank of America (BAC) position steady in Q1 2026 at 1,888 shares worth $92.1K. The position accounts for 0.03% of the portfolio, ranked #297.

DHJJ Financial Advisors first reported a position in BAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $104K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • DHJJ Financial Advisors held 1,888 shares of Bank of America worth $92.1K as of Q1 2026.
  • DHJJ Financial Advisors left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #297 holding.
  • DHJJ Financial Advisors first reported a position in Bank of America in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Bank of America position peaked at $104K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.