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Financial Avengers’s Bank of America BAC Stock Holding History

Financial Avengers’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 		$8.33M Sell
170,934
-7,700
-4% -$397K 3.8% 9
2025
Q4 		$9.82M Sell
178,634
-3,274
-2% -$173K 4.03% 9
2025
Q3 		$9.38M Sell
181,908
-8,658
-5% -$422K 4.04% 8
2025
Q2 		$9.02M Sell
190,566
-2,037
-1% -$85.7K 4.19% 8
2025
Q1 		$8.04M Sell
192,603
-4,845
-2% -$216K 4.07% 9
2024
Q4 		$8.68M Sell
197,448
-22,835
-10% -$1M 4.09% 8
2024
Q3 		$8.74M Sell
220,283
-1,074
-0.5% -$43K 4.3% 8
2024
Q2 		$8.8M Sell
221,357
-2,485
-1% -$95.2K 4.67% 7
2024
Q1 		$8.4M Buy
223,842
+4,171
+2% +$143K 4.44% 8
2023
Q4 		$7.39M Buy
219,671
+2,066
+0.9% +$60.2K 4.45% 8
2023
Q3 		$5.96M Buy
217,605
+7,945
+4% +$235K 3.98% 10
2023
Q2 		$6.02M Buy
209,660
+8,450
+4% +$241K 3.98% 10
2023
Q1 		$5.75M Buy
201,210
+2,957
+1% +$97.6K 4.4% 10
2022
Q4 		$6.57M Sell
198,253
-64
-0% -$2.2K 5.37% 7
2022
Q3 		$5.99M Buy
198,317
+1,496
+0.8% +$50K 4.9% 7
2022
Q2 		$6.13M Buy
196,821
+2,515
+1% +$90.5K 4.97% 7
2022
Q1 		$8.01M Sell
194,306
-560
-0.3% -$25.3K 5.01% 6
2021
Q4 		$8.67M Sell
194,866
-1,383
-0.7% -$63K 5.32% 7
2021
Q3 		$8.33M Buy
196,249
+2,227
+1% +$89.7K 5.57% 6
2021
Q2 		$8M Buy
194,022
+354
+0.2% +$14.5K 5.42% 6
2021
Q1 		$7.49M Buy
193,668
+2,260
+1% +$78K 5.61% 6
2020
Q4 		$5.8M Buy
+191,408
New +$5.13M 4.76% 7

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

Financial Avengers's BAC Position: Q1 2026 in Review

Financial Avengers reduced its Bank of America (BAC) stake by 4.3% in Q1 2026, selling an estimated $397K and leaving 170,934 shares worth $8.33M. The position accounts for 3.8% of the portfolio, ranked #9.

Financial Avengers first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.82M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Financial Avengers held 170,934 shares of Bank of America worth $8.33M as of Q1 2026.
  • Financial Avengers sold 7,700 Bank of America shares in Q1 2026, an estimated $397K.
  • Bank of America made up 3.8% of Financial Avengers's portfolio in Q1 2026, its #9 holding.
  • Financial Avengers first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Financial Avengers's Bank of America position peaked at $9.82M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.