Financial Harvest’s Bank of America BAC Stock Holding History

Financial Harvest’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	–	Sell	-5,050	Closed	-$278K	–	58
2025 Q4	$278K	Buy	5,050 +60	+1%	+$3.17K	0.17%	48
2025 Q3	$257K	Buy	4,990 +103	+2%	+$5.03K	0.17%	47
2025 Q2	$231K	Buy	+4,887	New	+$206K	0.17%	48
2025 Q1	–	Sell	-4,946	Closed	-$217K	–	57
2024 Q4	$217K	Buy	+4,946	New	+$218K	0.18%	50

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 Harvest's BAC Position: Q1 2026 in Review

Financial Harvest sold out of Bank of America (BAC) in Q1 2026, closing a stake of 5,050 shares — an estimated $278K sold.

Financial Harvest first reported a position in BAC in Q4 2024 and held it in 4 quarters. The position peaked at $278K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Financial Harvest reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Financial Harvest sold 5,050 Bank of America shares in Q1 2026, an estimated $278K.
Financial Harvest first reported a position in Bank of America in Q4 2024 and held it in 4 quarters.
Financial Harvest's Bank of America position peaked at $278K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.