Diligent Investors’s Bank of America BAC Stock Holding History

Diligent Investors’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	$1.78M	Sell	36,451 -362	-1%	-$18.7K	0.44%	58
2025 Q4	$2.02M	Sell	36,813 -253	-0.7%	-$13.4K	0.5%	48
2025 Q3	$1.91M	Sell	37,066 -24,971	-40%	-$1.22M	0.48%	53
2025 Q2	$2.94M	Sell	62,037 -5,552	-8%	-$234K	0.7%	26
2025 Q1	$2.82M	Buy	67,589 +852	+1%	+$38K	0.69%	25
2024 Q4	$2.93M	Sell	66,737 -482	-0.7%	-$21.2K	0.67%	27
2024 Q3	$2.67M	Sell	67,219 -1,078	-2%	-$43.2K	0.62%	31
2024 Q2	$2.72M	Buy	68,297 +136	+0.2%	+$5.21K	0.67%	28
2024 Q1	$2.58M	Sell	68,161 -1,192	-2%	-$40.9K	0.65%	29
2023 Q4	$2.34M	Sell	69,353 -294	-0.4%	-$8.56K	0.64%	27
2023 Q3	$1.91M	Buy	69,647 +1,593	+2%	+$47.1K	0.58%	34
2023 Q2	$1.95M	Buy	68,054 +5,920	+10%	+$169K	0.58%	36
2023 Q1	$1.78M	Buy	62,134 +536	+0.9%	+$17.7K	0.55%	38
2022 Q4	$2.04M	Buy	61,598 +514	+0.8%	+$17.7K	0.67%	31
2022 Q3	$1.84M	Buy	61,084 +16,130	+36%	+$539K	0.66%	34
2022 Q2	$1.4M	Buy	44,954 +909	+2%	+$32.7K	0.48%	46
2022 Q1	$1.82M	Sell	44,045 -395	-0.9%	-$17.8K	0.53%	38
2021 Q4	$1.98M	Sell	44,440 -472	-1%	-$21.5K	0.55%	36
2021 Q3	$1.85M	Hold	44,912	–	–	0.63%	33
2021 Q2	$1.85M	Sell	44,912 -91	-0.2%	-$3.73K	0.63%	33
2021 Q1	$1.74M	Sell	45,003 -6,360	-12%	-$219K	0.64%	35
2020 Q4	$1.56M	Buy	51,363 +3,030	+6%	+$81.2K	0.63%	33
2020 Q3	$1.16M	Buy	48,333 +6,669	+16%	+$166K	0.53%	42
2020 Q2	$990K	Buy	41,664 +1,832	+5%	+$43.3K	0.49%	46
2020 Q1	$846K	Sell	39,832 -1,041	-3%	-$31.2K	0.51%	45
2019 Q4	$1.44M	Sell	40,873 -46	-0.1%	-$1.49K	0.65%	37
2019 Q3	$1.19M	Sell	40,919 -847	-2%	-$24.4K	0.58%	41
2019 Q2	$1.21M	Sell	41,766 -1,462	-3%	-$42.2K	0.6%	39
2019 Q1	$1.19M	Buy	43,228 +5,552	+15%	+$157K	0.68%	41
2018 Q4	$928K	Buy	37,676 +7,014	+23%	+$190K	0.61%	49
2018 Q3	$903K	Sell	30,662 -498	-2%	-$15.2K	0.5%	58
2018 Q2	$878K	Buy	31,160 +822	+3%	+$24.5K	0.53%	54
2018 Q1	$910K	Buy	30,338 +2,173	+8%	+$68.3K	0.55%	58
2017 Q4	$831K	Sell	28,165 -434	-2%	-$12K	0.53%	58
2017 Q3	$725K	Sell	28,599 -300	-1%	-$7.28K	0.53%	53
2017 Q2	$701K	Hold	28,899	–	–	0.5%	54
2017 Q1	$683K	Buy	28,899 +300	+1%	+$7.12K	0.52%	52
2016 Q4	$632K	Sell	28,599 -1,031	-3%	-$19.9K	0.5%	52
2016 Q3	$465K	Hold	29,630	–	–	0.38%	72
2016 Q2	$393K	Buy	29,630 +7,473	+34%	+$105K	0.37%	73
2016 Q1	$300K	Hold	22,157	–	–	0.33%	94
2015 Q4	$373K	Sell	22,157 -300	-1%	-$5.07K	0.42%	70
2015 Q3	$369K	Hold	22,457	–	–	0.4%	77
2015 Q2	$385K	Hold	22,457	–	–	0.4%	74
2015 Q1	$362K	Hold	22,457	–	–	0.37%	80
2014 Q4	$367K	Buy	+22,457	New	+$384K	0.37%	83

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

Diligent Investors's BAC Position: Q1 2026 in Review

Diligent Investors reduced its Bank of America (BAC) stake by 0.98% in Q1 2026, selling an estimated $18.7K and leaving 36,451 shares worth $1.78M. The position accounts for 0.44% of the portfolio, ranked #58.

Diligent Investors first reported a position in BAC in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.94M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Diligent Investors held 36,451 shares of Bank of America worth $1.78M as of Q1 2026.
Diligent Investors sold 362 Bank of America shares in Q1 2026, an estimated $18.7K.
Bank of America made up 0.44% of Diligent Investors's portfolio in Q1 2026, its #58 holding.
Diligent Investors first reported a position in Bank of America in Q4 2014 and has held it in 46 quarters since.
Diligent Investors's Bank of America position peaked at $2.94M in Q2 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.