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Galvin Gaustad & Stein’s Bank of America BAC Stock Holding History

Galvin Gaustad & Stein’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 		$333K Sell
6,834
-108
-2% -$5.57K 0.03% 204
2025
Q4 		$382K Buy
6,942
+46
+0.7% +$2.43K 0.03% 190
2025
Q3 		$356K Buy
6,896
+68
+1% +$3.32K 0.03% 160
2025
Q2 		$323K Buy
6,828
+200
+3% +$8.41K 0.03% 158
2025
Q1 		$277K Buy
6,628
+28
+0.4% +$1.25K 0.02% 160
2024
Q4 		$290K Hold
6,600
– – 0.03% 159
2024
Q3 		$262K Sell
6,600
-500
-7% -$20K 0.02% 157
2024
Q2 		$282K Hold
7,100
– – 0.03% 152
2024
Q1 		$269K Sell
7,100
-5
-0.1% -$172 0.02% 156
2023
Q4 		$239K Sell
7,105
-830
-10% -$24.2K 0.02% 168
2023
Q3 		$217K Sell
7,935
-180
-2% -$5.33K 0.02% 164
2023
Q2 		$233K Buy
8,115
+500
+7% +$14.3K 0.02% 155
2023
Q1 		$218K Buy
7,615
+450
+6% +$14.9K 0.02% 154
2022
Q4 		$237K Sell
7,165
-6,506
-48% -$224K 0.02% 149
2022
Q3 		$413K Sell
13,671
-147,884
-92% -$4.94M 0.04% 123
2022
Q2 		$5.03M Sell
161,555
-9,044
-5% -$326K 0.51% 61
2022
Q1 		$7.03M Buy
170,599
+4,370
+3% +$197K 0.63% 59
2021
Q4 		$7.4M Buy
166,229
+5,939
+4% +$271K 0.64% 56
2021
Q3 		$6.8M Sell
160,290
-7,885
-5% -$318K 0.66% 53
2021
Q2 		$6.93M Buy
168,175
+3,275
+2% +$134K 0.66% 55
2021
Q1 		$6.38M Buy
164,900
+2,146
+1% +$74.1K 0.64% 58
2020
Q4 		$4.93M Buy
+162,754
New +$4.36M 0.52% 60

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

Galvin Gaustad & Stein's BAC Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $5.57K and leaving 6,834 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #204.

Galvin Gaustad & Stein first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.4M in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Galvin Gaustad & Stein held 6,834 shares of Bank of America worth $333K as of Q1 2026.
  • Galvin Gaustad & Stein sold 108 Bank of America shares in Q1 2026, an estimated $5.57K.
  • Bank of America made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #204 holding.
  • Galvin Gaustad & Stein first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's Bank of America position peaked at $7.4M in Q4 2021.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.