Fairview Capital Investment Management’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
$348K Buy
7,132
+295
+4% +$15.2K 0.02% 153
2025
Q4
$376K Buy
6,837
+44
+0.6% +$2.33K 0.02% 133
2025
Q3
$350K Hold
6,793
0.02% 134
2025
Q2
$321K Sell
6,793
-400
-6% -$16.8K 0.02% 133
2025
Q1
$300K Buy
+7,193
New +$321K 0.02% 138

Other funds holding BAC

Fairview Capital Investment Management's BAC Position: Q1 2026 in Review

Fairview Capital Investment Management increased its Bank of America (BAC) stake by 4.3% in Q1 2026, buying an estimated $15.2K and bringing the position to 7,132 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #153.

Fairview Capital Investment Management first reported a position in BAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fairview Capital Investment Management held 7,132 shares of Bank of America worth $348K as of Q1 2026.
  • Fairview Capital Investment Management bought 295 Bank of America shares in Q1 2026, an estimated $15.2K.
  • Bank of America made up 0.02% of Fairview Capital Investment Management's portfolio in Q1 2026, its #153 holding.
  • Fairview Capital Investment Management first reported a position in Bank of America in Q1 2025 and has held it in 5 quarters since.
  • Fairview Capital Investment Management's Bank of America position peaked at $376K in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.