Financial Connections Group’s Bank of America BAC Stock Holding History

Financial Connections Group’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	$168K	Hold	3,458	–	–	0.06%	74
2025 Q4	$190K	Hold	3,458	–	–	0.07%	70
2025 Q3	$178K	Buy	3,458 +345	+11%	+$16.8K	0.07%	72
2025 Q2	$147K	Hold	3,113	–	–	0.06%	68
2025 Q1	$129K	Hold	3,113	–	–	0.06%	70
2024 Q4	$136K	Hold	3,113	–	–	0.07%	60
2024 Q3	$123K	Sell	3,113 -140	-4%	-$5.61K	0.06%	58
2024 Q2	$129K	Sell	3,253 -1	-0%	-$38	0.07%	58
2024 Q1	$124K	Buy	3,254 +141	+5%	+$4.84K	0.14%	36
2023 Q4	$104K	Hold	3,113	–	–	0.07%	73
2023 Q3	$85K	Hold	3,113	–	–	0.1%	52
2023 Q2	$89K	Hold	3,113	–	–	0.06%	84
2023 Q1	$89K	Sell	3,113 -503	-14%	-$16.6K	0.06%	69
2022 Q4	$119K	Buy	3,616 +503	+16%	+$17.3K	0.09%	63
2022 Q3	$94K	Sell	3,113 -673	-18%	-$22.5K	0.08%	60
2022 Q2	$117K	Buy	3,786 +673	+22%	+$24.2K	0.1%	67
2022 Q1	$128K	Hold	3,113	–	–	0.13%	64
2021 Q4	$138K	Buy	+3,113	New	+$142K	0.14%	66

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Connections Group's BAC Position: Q1 2026 in Review

Financial Connections Group held its Bank of America (BAC) position steady in Q1 2026 at 3,458 shares worth $168K. The position accounts for 0.06% of the portfolio, ranked #74.

Financial Connections Group first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $190K in Q4 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Financial Connections Group held 3,458 shares of Bank of America worth $168K as of Q1 2026.
Financial Connections Group left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.06% of Financial Connections Group's portfolio in Q1 2026, its #74 holding.
Financial Connections Group first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's Bank of America position peaked at $190K in Q4 2025.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.