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Fogel Capital Management’s Bank of America BAC Stock Holding History

Fogel Capital Management’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 		$424K Buy
8,706
+42
+0.5% +$2.17K 0.19% 35
2025
Q4 		$477K Sell
8,664
-605
-7% -$32K 0.22% 32
2025
Q3 		$478K Sell
9,269
-961
-9% -$46.9K 0.22% 35
2025
Q2 		$484K Sell
10,230
-306,676
-97% -$12.9M 0.26% 33
2025
Q1 		$13.2M Sell
316,906
-797
-0.3% -$35.5K 7.11% 5
2024
Q4 		$14M Buy
317,703
+4,393
+1% +$193K 7.02% 4
2024
Q3 		$12.4M Sell
313,310
-7,131
-2% -$286K 6.41% 5
2024
Q2 		$12.7M Sell
320,441
-2,513
-0.8% -$96.3K 6.79% 3
2024
Q1 		$12M Buy
+322,954
New +$11.1M 7.07% 4

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

Fogel Capital Management's BAC Position: Q1 2026 in Review

Fogel Capital Management increased its Bank of America (BAC) stake by 0.48% in Q1 2026, buying an estimated $2.17K and bringing the position to 8,706 shares worth $424K. The position accounts for 0.19% of the portfolio, ranked #35.

Fogel Capital Management first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $14M in Q4 2024. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Fogel Capital Management held 8,706 shares of Bank of America worth $424K as of Q1 2026.
  • Fogel Capital Management bought 42 Bank of America shares in Q1 2026, an estimated $2.17K.
  • Bank of America made up 0.19% of Fogel Capital Management's portfolio in Q1 2026, its #35 holding.
  • Fogel Capital Management first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • Fogel Capital Management's Bank of America position peaked at $14M in Q4 2024.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.