First Affirmative Financial Network’s Bank of America BAC Stock Holding History

First Affirmative Financial Network’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	$422K	Buy	+8,657	New	+$447K	0.16%	157
2025 Q3	$567K	Sell	10,996 -459	-4%	-$22.4K	0.27%	95
2025 Q2	$542K	Sell	11,455 -389	-3%	-$16.4K	0.28%	96
2025 Q1	$494K	Buy	11,844 +120	+1%	+$5.35K	0.3%	95
2024 Q4	$515K	Buy	11,724 +129	+1%	+$5.68K	0.3%	85
2024 Q3	$460K	Buy	11,595 +2,582	+29%	+$103K	0.25%	109
2024 Q2	$358K	Buy	9,013 +316	+4%	+$12.1K	0.25%	120
2024 Q1	$330K	Sell	8,697 -126	-1%	-$4.33K	0.24%	134
2023 Q4	$297K	Sell	8,823 -120	-1%	-$3.49K	0.24%	141
2023 Q3	$245K	Buy	8,943 +835	+10%	+$24.7K	0.24%	141
2023 Q2	$233K	Buy	+8,108	New	+$231K	0.23%	143
2023 Q1	–	Sell	-7,294	Closed	-$242K	–	166
2022 Q4	$242K	Buy	+7,294	New	+$251K	0.29%	112
2021 Q4	–	Sell	-5,387	Closed	-$229K	–	157
2021 Q3	$229K	Buy	+5,387	New	+$217K	0.24%	133

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

First Affirmative Financial Network's BAC Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Bank of America (BAC) in Q1 2026: 8,657 shares worth $422K. The stake represents 0.16% of the portfolio and ranks #157 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BAC as recently as Q3 2025.

First Affirmative Financial Network first reported a position in BAC in Q3 2021 and has held it in 13 quarters since. The position peaked at $567K in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

First Affirmative Financial Network held 8,657 shares of Bank of America worth $422K as of Q1 2026.
Bank of America was a new First Affirmative Financial Network position in Q1 2026.
Bank of America made up 0.16% of First Affirmative Financial Network's portfolio in Q1 2026, its #157 holding.
First Affirmative Financial Network first reported a position in Bank of America in Q3 2021 and has held it in 13 quarters since.
First Affirmative Financial Network's Bank of America position peaked at $567K in Q3 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.