Francis Financial’s Bank of America BAC Stock Holding History

Francis Financial’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	$404K	Sell	8,279 -5	-0.1%	-$258	0.07%	71
2025 Q4	$456K	Buy	8,284 +14	+0.2%	+$740	0.09%	67
2025 Q3	$576K	Sell	8,270 -353	-4%	-$17.2K	0.1%	64
2025 Q2	$408K	Buy	8,623 +685	+9%	+$28.8K	0.09%	65
2025 Q1	$331K	Sell	7,938 -1,100	-12%	-$49K	0.08%	65
2024 Q4	$285K	Buy	+9,038	New	+$398K	0.07%	77

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

Francis Financial's BAC Position: Q1 2026 in Review

Francis Financial reduced its Bank of America (BAC) stake by 0.06% in Q1 2026, selling an estimated $258 and leaving 8,279 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #71.

Francis Financial first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $576K in Q3 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Francis Financial held 8,279 shares of Bank of America worth $404K as of Q1 2026.
Francis Financial sold 5 Bank of America shares in Q1 2026, an estimated $258.
Bank of America made up 0.07% of Francis Financial's portfolio in Q1 2026, its #71 holding.
Francis Financial first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
Francis Financial's Bank of America position peaked at $576K in Q3 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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