FourThought Financial Partners’s Bank of America BAC Stock Holding History

FourThought Financial Partners’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	$962K	Sell	19,743 -542	-3%	-$28K	0.08%	138
2025 Q4	$1.12M	Buy	20,285 +224	+1%	+$11.8K	0.09%	132
2025 Q3	$1.03M	Sell	20,061 -300	-1%	-$14.6K	0.09%	136
2025 Q2	$963K	Sell	20,361 -355	-2%	-$14.9K	0.1%	136
2025 Q1	$864K	Sell	20,716 -203	-1%	-$9.05K	0.09%	143
2024 Q4	$919K	Buy	+20,919	New	+$920K	0.1%	141
2024 Q2	–	Sell	-20,651	Closed	-$783K	–	196
2024 Q1	$783K	Hold	20,651	–	–	0.09%	158
2023 Q4	$695K	Sell	20,651 -75	-0.4%	-$2.18K	0.09%	157
2023 Q3	$567K	Buy	20,726 +7	+0%	+$207	0.08%	172
2023 Q2	$594K	Buy	20,719 +103	+0.5%	+$2.94K	0.08%	166
2023 Q1	$590K	Sell	20,616 -7,589	-27%	-$251K	0.08%	163
2022 Q4	$934K	Buy	+28,205	New	+$972K	0.14%	128

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

FourThought Financial Partners's BAC Position: Q1 2026 in Review

FourThought Financial Partners reduced its Bank of America (BAC) stake by 2.7% in Q1 2026, selling an estimated $28K and leaving 19,743 shares worth $962K. The position accounts for 0.08% of the portfolio, ranked #138.

FourThought Financial Partners first reported a position in BAC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

FourThought Financial Partners held 19,743 shares of Bank of America worth $962K as of Q1 2026.
FourThought Financial Partners sold 542 Bank of America shares in Q1 2026, an estimated $28K.
Bank of America made up 0.08% of FourThought Financial Partners's portfolio in Q1 2026, its #138 holding.
FourThought Financial Partners first reported a position in Bank of America in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Bank of America position peaked at $1.12M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.