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Financial Gravity Asset Management’s Bank of America BAC Stock Holding History

Financial Gravity Asset Management’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 		$34K Buy
698
+1
+0.1% +$52 0.01% 363
2025
Q4 		$38.3K Sell
697
-2,275
-77% -$120K 0.01% 280
2025
Q3 		$153K Buy
+2,972
New +$145K 0.03% 175
2025
Q1 		$14.3K Buy
+343
New +$15.3K ﹤0.01% 544
2024
Q2 		$1.47K Sell
37
-233
-86% -$8.93K ﹤0.01% 783
2024
Q1 		$10.1K Sell
270
-1,483
-85% -$50.9K ﹤0.01% 714
2023
Q4 		$1.87M Buy
1,753
+37
+2% +$1.08K 0.02% 234
2023
Q3 		$1.87M Buy
1,716
+1,650
+2,500% +$48.8K 0.02% 226
2023
Q2 		$6.53K Buy
66
+37
+128% +$1.06K 0.02% 437
2023
Q1 		$2.86K Sell
29
-4
-12% -$132 0.09% 245
2022
Q4 		$8.49K Sell
33
-597
-95% -$20.6K 0.04% 299
2022
Q3 		$3.1K Sell
630
-83
-12% -$2.77K 0.1% 203
2022
Q2 		$3.29K Sell
713
-230
-24% -$8.28K 0.1% 200
2022
Q1 		$3.94K Sell
943
-289
-23% -$13K 0.11% 167
2021
Q4 		$6.24K Buy
1,232
+1,087
+750% +$49.5K 0.14% 191
2021
Q3 		$42K Sell
145
-1
-0.7% -$40 0.02% 627
2021
Q2 		$41K Sell
146
-16
-10% -$656 0.01% 630
2021
Q1 		$6.26K Buy
162
+85
+110% +$2.93K 0.13% 129
2020
Q4 		$2K Buy
+77
New +$2.06K ﹤0.01% 301
2020
Q2 		– Sell
-2,959
Closed -$20.6K – 87
2020
Q1 		$20.6K Sell
2,959
-1,977
-40% -$59.3K 0.06% 125
2019
Q4 		$157K Sell
4,936
-432
-8% -$14K 0.11% 168
2019
Q3 		$157K Sell
5,368
-1,250
-19% -$35.9K 0.14% 145
2019
Q2 		$192K Buy
6,618
+3,225
+95% +$93K 0.16% 150
2019
Q1 		$97K Buy
+3,393
New +$95.9K 0.08% 206
2018
Q3 		$33K Sell
1,225
-2,130
-63% -$64.9K 0.03% 409
2018
Q2 		$104K Buy
3,355
+823
+33% +$24.6K 0.1% 211
2018
Q1 		$75K Buy
+2,532
New +$79.5K 0.08% 231

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's BAC Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Bank of America (BAC) stake by 0.14% in Q1 2026, buying an estimated $52 and bringing the position to 698 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #363.

Financial Gravity Asset Management first reported a position in BAC in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.87M in Q4 2023. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Financial Gravity Asset Management held 698 shares of Bank of America worth $34K as of Q1 2026.
  • Financial Gravity Asset Management bought 1 Bank of America share in Q1 2026, an estimated $52.
  • Bank of America made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #363 holding.
  • Financial Gravity Asset Management first reported a position in Bank of America in Q1 2018 and has held it in 27 quarters since.
  • Financial Gravity Asset Management's Bank of America position peaked at $1.87M in Q4 2023.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.