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	Hold	37	–	–	﹤0.01%	783
2024 Q1	$1.25K	Hold	37	–	–	﹤0.01%	724
2023 Q4	$1.25K	Buy	+37	New	+$1.08K	﹤0.01%	772
2021 Q3	$42K	Sell	145 -1	-0.7%	-$40	0.02%	627
2021 Q2	$41K	Buy	+146	New	+$5.99K	0.01%	630
2020 Q4	$2K	Buy	+77	New	+$2.06K	﹤0.01%	301
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 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 $3.38T AUM 44.17% 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 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 17 quarters since. The position peaked at $192K in Q2 2019. 3,491 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 17 quarters since.
Financial Gravity Asset Management's Bank of America position peaked at $192K in Q2 2019.
3,491 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.