First Command Bank’s Bank of America BAC Stock Holding History

First Command Bank’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
2023 Q2	$729K	Sell	25,406 -959	-4%	-$27.4K	0.07%	69
2023 Q1	$754K	Sell	26,365 -733	-3%	-$24.2K	0.08%	68
2022 Q4	$897K	Buy	27,098 +237	+0.9%	+$8.16K	0.11%	51
2022 Q3	$811K	Sell	26,861 -2,296	-8%	-$76.8K	0.12%	52
2022 Q2	$908K	Buy	29,157 +429	+1%	+$15.4K	0.13%	51
2022 Q1	$1.18M	Buy	28,728 +2,351	+9%	+$106K	0.16%	42
2021 Q4	$1.12M	Hold	26,377	–	–	0.19%	44
2021 Q3	$1.12M	Buy	26,377 +147	+0.6%	+$5.92K	0.19%	44
2021 Q2	$1.08M	Sell	26,230 -2,950	-10%	-$121K	0.12%	47
2021 Q1	$1.13M	Buy	29,180 +401	+1%	+$13.8K	0.24%	40
2020 Q4	$872K	Sell	28,779 -4,139	-13%	-$111K	0.21%	46
2020 Q3	$793K	Sell	32,918 -1,654	-5%	-$41.2K	0.23%	42
2020 Q2	$821K	Buy	34,572 +7,521	+28%	+$178K	0.26%	42
2020 Q1	$574K	Buy	27,051 +4,845	+22%	+$145K	0.31%	46
2019 Q4	$782K	Buy	22,206 +800	+4%	+$25.9K	0.37%	44
2019 Q3	$624K	Sell	21,406 -160	-0.7%	-$4.6K	0.31%	48
2019 Q2	$625K	Sell	21,566 -78	-0.4%	-$2.25K	0.32%	46
2019 Q1	$597K	Buy	21,644 +5,173	+31%	+$146K	0.3%	48
2018 Q4	$405K	Sell	16,471 -17,591	-52%	-$477K	0.21%	62
2018 Q3	$1M	Sell	34,062 -70	-0.2%	-$2.13K	0.28%	44
2018 Q2	$962K	Buy	34,132 +15,520	+83%	+$463K	0.28%	44
2018 Q1	$558K	Sell	18,612 -1,351	-7%	-$42.4K	0.3%	46
2017 Q4	$589K	Buy	19,963 +1,807	+10%	+$49.8K	0.33%	46
2017 Q3	$460K	Buy	18,156 +2,846	+19%	+$69.1K	0.29%	55
2017 Q2	$371K	Sell	15,310 -14	-0.1%	-$326	0.24%	68
2017 Q1	$362K	Buy	15,324 +325	+2%	+$7.71K	0.25%	63
2016 Q4	$332K	Buy	+14,999	New	+$289K	0.27%	63

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Command Bank's BAC Position: Q2 2023 in Review

First Command Bank reduced its Bank of America (BAC) stake by 3.6% in Q2 2023, selling an estimated $27.4K and leaving 25,406 shares worth $729K. The position accounts for 0.07% of the portfolio, ranked #69.

First Command Bank first reported a position in BAC in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.18M in Q1 2022. 2,644 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

First Command Bank held 25,406 shares of Bank of America worth $729K as of Q2 2023.
First Command Bank sold 959 Bank of America shares in Q2 2023, an estimated $27.4K.
Bank of America made up 0.07% of First Command Bank's portfolio in Q2 2023, its #69 holding.
First Command Bank first reported a position in Bank of America in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Bank of America position peaked at $1.18M in Q1 2022.
2,644 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.