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Financial Perspectives’s Bank of America BAC Stock Holding History

Financial Perspectives’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 		$352K Sell
7,216
-21
-0.3% -$1.08K 0.1% 120
2025
Q4 		$398K Sell
7,237
-75
-1% -$3.96K 0.11% 113
2025
Q3 		$377K Sell
7,312
-37
-0.5% -$1.8K 0.1% 113
2025
Q2 		$348K Buy
7,349
+13
+0.2% +$547 0.11% 113
2025
Q1 		$306K Sell
7,336
-1,269
-15% -$56.5K 0.1% 108
2024
Q4 		$378K Buy
8,605
+706
+9% +$31.1K 0.13% 97
2024
Q3 		$313K Sell
7,899
-359
-4% -$14.4K 0.11% 113
2024
Q2 		$328K Buy
8,258
+17
+0.2% +$652 0.12% 101
2024
Q1 		$313K Sell
8,241
-203
-2% -$6.97K 0.12% 107
2023
Q4 		$284K Buy
8,444
+82
+1% +$2.39K 0.12% 113
2023
Q3 		$229K Buy
8,362
+2,136
+34% +$63.2K 0.1% 112
2023
Q2 		$179K Buy
6,226
+26
+0.4% +$742 0.08% 136
2023
Q1 		$177K Buy
6,200
+25
+0.4% +$825 0.08% 134
2022
Q4 		$205K Sell
6,175
-2,398
-28% -$82.6K 0.1% 119
2022
Q3 		$259K Buy
8,573
+2,799
+48% +$93.6K 0.15% 95
2022
Q2 		$180K Buy
5,774
+7
+0.1% +$252 0.1% 121
2022
Q1 		$238K Buy
5,767
+1,819
+46% +$82.1K 0.11% 116
2021
Q4 		$176K Buy
3,948
+3
+0.1% +$137 0.08% 134
2021
Q3 		$167K Buy
3,945
+699
+22% +$28.2K 0.08% 130
2021
Q2 		$134K Sell
3,246
-130,779
-98% -$5.36M 0.07% 161
2021
Q1 		$3.46M Buy
134,025
+130,679
+3,906% +$4.51M 0.17% 97
2020
Q4 		$101K Buy
3,346
+362
+12% +$9.7K 0.06% 168
2020
Q3 		$71.9K Hold
2,984
– – 0.05% 170
2020
Q2 		$70.9K Sell
2,984
-479
-14% -$11.3K 0.05% 160
2020
Q1 		$73.5K Buy
3,463
+941
+37% +$28.2K 0.06% 138
2019
Q4 		$88.8K Buy
+2,522
New +$81.5K 0.06% 129

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 Perspectives's BAC Position: Q1 2026 in Review

Financial Perspectives reduced its Bank of America (BAC) stake by 0.29% in Q1 2026, selling an estimated $1.08K and leaving 7,216 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #120.

Financial Perspectives first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.46M in Q1 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Financial Perspectives held 7,216 shares of Bank of America worth $352K as of Q1 2026.
  • Financial Perspectives sold 21 Bank of America shares in Q1 2026, an estimated $1.08K.
  • Bank of America made up 0.1% of Financial Perspectives's portfolio in Q1 2026, its #120 holding.
  • Financial Perspectives first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Bank of America position peaked at $3.46M in Q1 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.