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Financial Consulate’s Bank of America BAC Stock Holding History

Financial Consulate’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 		$222K Buy
4,560
+434
+11% +$22.4K 0.03% 139
2025
Q4 		$227K Sell
4,126
-235
-5% -$12.4K 0.03% 150
2025
Q3 		$225K Buy
+4,361
New +$213K 0.03% 152

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 Consulate's BAC Position: Q1 2026 in Review

Financial Consulate increased its Bank of America (BAC) stake by 11% in Q1 2026, buying an estimated $22.4K and bringing the position to 4,560 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #139.

Financial Consulate first reported a position in BAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Financial Consulate held 4,560 shares of Bank of America worth $222K as of Q1 2026.
  • Financial Consulate bought 434 Bank of America shares in Q1 2026, an estimated $22.4K.
  • Bank of America made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #139 holding.
  • Financial Consulate first reported a position in Bank of America in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Bank of America position peaked at $227K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.