GC
BAC icon

Gilbert & Cook’s Bank of America BAC Stock Holding History

Gilbert & Cook’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 		$898K Sell
18,417
-766
-4% -$39.5K 0.12% 95
2025
Q4 		$1.06M Buy
19,183
+2,597
+16% +$137K 0.13% 74
2025
Q3 		$856K Sell
16,586
-204
-1% -$9.95K 0.11% 86
2025
Q2 		$795K Buy
16,790
+932
+6% +$39.2K 0.11% 91
2025
Q1 		$662K Sell
15,858
-121
-0.8% -$5.39K 0.1% 101
2024
Q4 		$702K Buy
15,979
+28
+0.2% +$1.23K 0.1% 100
2024
Q3 		$633K Sell
15,951
-73
-0.5% -$2.93K 0.09% 106
2024
Q2 		$637K Sell
16,024
-1,346
-8% -$51.6K 0.09% 95
2024
Q1 		$659K Sell
17,370
-18
-0.1% -$618 0.09% 109
2023
Q4 		$585K Buy
17,388
+662
+4% +$19.3K 0.08% 117
2023
Q3 		$458K Buy
16,726
+1,318
+9% +$39K 0.07% 134
2023
Q2 		$442K Buy
15,408
+843
+6% +$24.1K 0.07% 127
2023
Q1 		$417K Buy
14,565
+365
+3% +$12K 0.07% 122
2022
Q4 		$470K Buy
14,200
+160
+1% +$5.51K 0.09% 108
2022
Q3 		$507K Sell
14,040
-39
-0.3% -$1.3K 0.11% 100
2022
Q2 		$438K Buy
14,079
+510
+4% +$18.4K 0.08% 111
2022
Q1 		$559K Buy
13,569
+2,920
+27% +$132K 0.09% 96
2021
Q4 		$474K Buy
10,649
+338
+3% +$15.4K 0.08% 115
2021
Q3 		$438K Buy
10,311
+587
+6% +$23.6K 0.08% 123
2021
Q2 		$401K Buy
9,724
+453
+5% +$18.6K 0.07% 129
2021
Q1 		$359K Buy
9,271
+757
+9% +$26.1K 0.07% 128
2020
Q4 		$259K Buy
+8,514
New +$228K 0.06% 149
2020
Q1 		– Sell
-7,687
Closed -$271K – 130
2019
Q4 		$271K Buy
+7,687
New +$248K 0.07% 113

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

Gilbert & Cook's BAC Position: Q1 2026 in Review

Gilbert & Cook reduced its Bank of America (BAC) stake by 4% in Q1 2026, selling an estimated $39.5K and leaving 18,417 shares worth $898K. The position accounts for 0.12% of the portfolio, ranked #95.

Gilbert & Cook first reported a position in BAC in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.06M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Gilbert & Cook held 18,417 shares of Bank of America worth $898K as of Q1 2026.
  • Gilbert & Cook sold 766 Bank of America shares in Q1 2026, an estimated $39.5K.
  • Bank of America made up 0.12% of Gilbert & Cook's portfolio in Q1 2026, its #95 holding.
  • Gilbert & Cook first reported a position in Bank of America in Q4 2019 and has held it in 23 quarters since.
  • Gilbert & Cook's Bank of America position peaked at $1.06M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.