Financial Freedom LLC’s Bank of America BAC Stock Holding History

Financial Freedom LLC’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	$68.3K	Buy	1,401 +4	+0.3%	+$206	0.03%	156
2025 Q4	$76.8K	Buy	1,397 +3	+0.2%	+$159	0.04%	153
2025 Q3	$71.9K	Buy	1,394 +5	+0.4%	+$244	0.04%	156
2025 Q2	$65.8K	Buy	1,389 +4	+0.3%	+$168	0.04%	159
2025 Q1	$57.8K	Buy	1,385 +6	+0.4%	+$267	0.03%	163
2024 Q4	$60.6K	Buy	1,379 +6	+0.4%	+$264	0.03%	158
2024 Q3	$54.5K	Buy	1,373 +6	+0.4%	+$240	0.03%	158
2024 Q2	$54.4K	Buy	1,367 +696	+104%	+$26.7K	0.03%	161
2024 Q1	$25.4K	Hold	671	–	–	0.02%	202
2023 Q4	$22.6K	Buy	671 +4	+0.6%	+$116	0.01%	210
2023 Q3	$18.3K	Buy	667 +4	+0.6%	+$118	0.01%	232
2023 Q2	$19K	Buy	663 +4	+0.6%	+$114	0.01%	222
2023 Q1	$18.8K	Sell	659 -24	-4%	-$792	0.01%	216
2022 Q4	$22.6K	Buy	+683	New	+$23.5K	0.02%	202

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Freedom LLC's BAC Position: Q1 2026 in Review

Financial Freedom LLC increased its Bank of America (BAC) stake by 0.29% in Q1 2026, buying an estimated $206 and bringing the position to 1,401 shares worth $68.3K. The position accounts for 0.03% of the portfolio, ranked #156.

Financial Freedom LLC first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $76.8K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Financial Freedom LLC held 1,401 shares of Bank of America worth $68.3K as of Q1 2026.
Financial Freedom LLC bought 4 Bank of America shares in Q1 2026, an estimated $206.
Bank of America made up 0.03% of Financial Freedom LLC's portfolio in Q1 2026, its #156 holding.
Financial Freedom LLC first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Bank of America position peaked at $76.8K in Q4 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.