First Nebraska Trust’s Bank of America BAC Stock Holding History

First Nebraska Trust’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	$471K	Buy	9,653 +163	+2%	+$8.41K	0.04%	143
2025 Q4	$522K	Buy	9,490 +3,886	+69%	+$205K	0.05%	136
2025 Q3	$289K	Sell	5,604 -75	-1%	-$3.66K	0.03%	167
2025 Q2	$269K	Sell	5,679 -300	-5%	-$12.6K	0.03%	175
2025 Q1	$250K	Hold	5,979	–	–	0.02%	176
2024 Q4	$263K	Buy	5,979 +172	+3%	+$7.57K	0.03%	172
2024 Q3	$230K	Sell	5,807 -70	-1%	-$2.81K	0.02%	187
2024 Q2	$234K	Sell	5,877 -100	-2%	-$3.83K	0.02%	181
2024 Q1	$227K	Sell	5,977 -255	-4%	-$8.75K	0.02%	182
2023 Q4	$210K	Sell	6,232 -1,622	-21%	-$47.2K	0.02%	176
2023 Q3	$215K	Hold	7,854	–	–	0.03%	165
2023 Q2	$225K	Hold	7,854	–	–	0.03%	162
2023 Q1	$225K	Sell	7,854 -100	-1%	-$3.3K	0.03%	158
2022 Q4	$263K	Hold	7,954	–	–	0.03%	144
2022 Q3	$240K	Hold	7,954	–	–	0.03%	143
2022 Q2	$248K	Hold	7,954	–	–	0.03%	141
2022 Q1	$328K	Hold	7,954	–	–	0.04%	134
2021 Q4	$354K	Sell	7,954 -226	-3%	-$10.3K	0.04%	129
2021 Q3	$347K	Sell	8,180 -35	-0.4%	-$1.41K	0.05%	125
2021 Q2	$339K	Hold	8,215	–	–	0.04%	126
2021 Q1	$318K	Buy	+8,215	New	+$283K	0.04%	131

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 Nebraska Trust's BAC Position: Q1 2026 in Review

First Nebraska Trust increased its Bank of America (BAC) stake by 1.7% in Q1 2026, buying an estimated $8.41K and bringing the position to 9,653 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #143.

First Nebraska Trust first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $522K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

First Nebraska Trust held 9,653 shares of Bank of America worth $471K as of Q1 2026.
First Nebraska Trust bought 163 Bank of America shares in Q1 2026, an estimated $8.41K.
Bank of America made up 0.04% of First Nebraska Trust's portfolio in Q1 2026, its #143 holding.
First Nebraska Trust first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
First Nebraska Trust's Bank of America position peaked at $522K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.