Fagan Associates’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10M Sell
205,268
-738
-0.4% -$38.1K 1.39% 24
2025
Q4
$11.3M Buy
206,006
+4,339
+2% +$229K 1.51% 20
2025
Q3
$10.4M Buy
201,667
+13,818
+7% +$674K 1.44% 19
2025
Q2
$8.89M Buy
187,849
+2,824
+2% +$119K 1.37% 24
2025
Q1
$7.72M Sell
185,025
-819
-0.4% -$36.5K 1.29% 25
2024
Q4
$8.17M Buy
185,844
+400
+0.2% +$17.6K 1.3% 22
2024
Q3
$7.36M Buy
185,444
+2,144
+1% +$85.9K 1.24% 24
2024
Q2
$7.29M Buy
183,300
+2,644
+1% +$101K 1.28% 23
2024
Q1
$6.85M Buy
180,656
+6,468
+4% +$222K 1.28% 22
2023
Q4
$5.86M Sell
174,188
-200
-0.1% -$5.82K 1.27% 24
2023
Q3
$4.77M Sell
174,388
-586
-0.3% -$17.3K 1.15% 27
2023
Q2
$5.02M Sell
174,974
-2,217
-1% -$63.3K 1.22% 25
2023
Q1
$5.07M Sell
177,191
-1,526
-0.9% -$50.4K 1.26% 28
2022
Q4
$5.92M Buy
178,717
+869
+0.5% +$29.9K 1.58% 20
2022
Q3
$5.37M Buy
177,848
+787
+0.4% +$26.3K 1.5% 23
2022
Q2
$5.51M Buy
177,061
+4,176
+2% +$150K 1.47% 21
2022
Q1
$7.13M Buy
172,885
+213
+0.1% +$9.61K 1.46% 21
2021
Q4
$7.68M Sell
172,672
-930
-0.5% -$42.4K 1.46% 21
2021
Q3
$7.37M Sell
173,602
-75,043
-30% -$3.02M 1.6% 17
2021
Q2
$9.27M Buy
248,645
+74,845
+43% +$3.07M 1.98% 14
2021
Q1
$6.72M Sell
173,800
-2,330
-1% -$80.4K 1.57% 21
2020
Q4
$5.34M Sell
176,130
-5,301
-3% -$142K 1.34% 20
2020
Q3
$4.37M Sell
181,431
-2,345
-1% -$58.4K 1.25% 22
2020
Q2
$4.37M Sell
183,776
-54,567
-23% -$1.29M 1.39% 21
2020
Q1
$5.06M Sell
238,343
-2,518
-1% -$75.5K 2.01% 15
2019
Q4
$8.48M Buy
240,861
+789
+0.3% +$25.5K 2.75% 10
2019
Q3
$7M Sell
240,072
-54
-0% -$1.55K 2.7% 10
2019
Q2
$6.96M Buy
240,126
+4,626
+2% +$133K 2.83% 9
2019
Q1
$6.5M Buy
235,500
+4,860
+2% +$137K 2.78% 10
2018
Q4
$5.68M Sell
230,640
-590
-0.3% -$16K 2.92% 10
2018
Q3
$6.81M Sell
231,230
-5,507
-2% -$168K 2.81% 10
2018
Q2
$6.67M Buy
236,737
+3,462
+1% +$103K 3% 7
2018
Q1
$7K Buy
233,275
+1,861
+0.8% +$58.5K 2.98% 7
2017
Q4
$6.83K Buy
231,414
+1,237
+0.5% +$34.1K 2.76% 8
2017
Q3
$5.83M Buy
230,177
+1,098
+0.5% +$26.6K 2.89% 6
2017
Q2
$5.56M Buy
229,079
+8,600
+4% +$201K 2.89% 6
2017
Q1
$5.2M Buy
220,479
+38
+0% +$902 2.88% 10
2016
Q4
$4.87M Buy
220,441
+2,778
+1% +$53.5K 2.82% 10
2016
Q3
$3.41M Sell
217,663
-574
-0.3% -$8.55K 2.08% 15
2016
Q2
$2.9M Buy
218,237
+421
+0.2% +$5.91K 1.86% 18
2016
Q1
$2.94M Sell
217,816
-900
-0.4% -$12.1K 1.95% 16
2015
Q4
$3.68M Buy
218,716
+10,698
+5% +$181K 2.45% 13
2015
Q3
$3.24M Buy
208,018
+3,194
+2% +$53.7K 2.38% 14
2015
Q2
$3.49M Buy
204,824
+468
+0.2% +$7.71K 2.33% 12
2015
Q1
$3.15M Buy
204,356
+2,413
+1% +$38.8K 2.33% 12
2014
Q4
$3.61M Buy
201,943
+19,079
+10% +$326K 2.87% 10
2014
Q3
$3.12M Sell
182,864
-911
-0.5% -$14.5K 2.56% 11
2014
Q2
$2.83M Buy
183,775
+4,422
+2% +$68.7K 2.42% 11
2014
Q1
$3.08M Buy
+179,353
New +$3.02M 2.67% 10

Other funds holding BAC

Fagan Associates's BAC Position: Q1 2026 in Review

Fagan Associates reduced its Bank of America (BAC) stake by 0.36% in Q1 2026, selling an estimated $38.1K and leaving 205,268 shares worth $10M. The position accounts for 1.39% of the portfolio, ranked #24.

Fagan Associates first reported a position in BAC in Q1 2014 and has held it in 49 quarters since. The position peaked at $11.3M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fagan Associates held 205,268 shares of Bank of America worth $10M as of Q1 2026.
  • Fagan Associates sold 738 Bank of America shares in Q1 2026, an estimated $38.1K.
  • Bank of America made up 1.39% of Fagan Associates's portfolio in Q1 2026, its #24 holding.
  • Fagan Associates first reported a position in Bank of America in Q1 2014 and has held it in 49 quarters since.
  • Fagan Associates's Bank of America position peaked at $11.3M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fagan Associates's 13F filing for Q1 2026, filed 4 May 2026.