Dunhill Financial’s Bank of America BAC Stock Holding History

Dunhill Financial’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	$3.75M	Buy	77,006 +476	+0.6%	+$24.6K	0.88%	23
2025 Q4	$4.21M	Buy	76,530 +44,246	+137%	+$2.34M	1.03%	19
2025 Q3	$1.67M	Buy	32,284 +410	+1%	+$20K	0.43%	31
2025 Q2	$1.51M	Sell	31,874 -7	-0%	-$294	0.44%	35
2025 Q1	$1.33M	Sell	31,881 -363	-1%	-$16.2K	0.61%	28
2024 Q4	$1.42M	Buy	32,244 +2,992	+10%	+$132K	0.66%	24
2024 Q3	$1.16M	Buy	29,252 +11	+0%	+$441	0.6%	24
2024 Q2	$1.16M	Buy	29,241 +28,608	+4,519%	+$1.1M	0.72%	22
2024 Q1	$24K	Buy	633 +91	+17%	+$3.12K	0.02%	160
2023 Q4	$18.3K	Buy	+542	New	+$15.8K	0.02%	165

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

Dunhill Financial's BAC Position: Q1 2026 in Review

Dunhill Financial increased its Bank of America (BAC) stake by 0.62% in Q1 2026, buying an estimated $24.6K and bringing the position to 77,006 shares worth $3.75M. The position accounts for 0.88% of the portfolio, ranked #23.

Dunhill Financial first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.21M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Dunhill Financial held 77,006 shares of Bank of America worth $3.75M as of Q1 2026.
Dunhill Financial bought 476 Bank of America shares in Q1 2026, an estimated $24.6K.
Bank of America made up 0.88% of Dunhill Financial's portfolio in Q1 2026, its #23 holding.
Dunhill Financial first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Bank of America position peaked at $4.21M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.