Greystone Financial Group’s Bank of America BAC Stock Holding History

Greystone Financial Group’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	–	Sell	-9,099	Closed	-$500K	–	81
2025 Q4	$500K	Hold	9,099	–	–	0.08%	87
2025 Q3	$469K	Hold	9,099	–	–	0.07%	90
2025 Q2	$431K	Hold	9,099	–	–	0.07%	86
2025 Q1	$380K	Hold	9,099	–	–	0.07%	91
2024 Q4	$400K	Hold	9,099	–	–	0.07%	86
2024 Q3	$361K	Hold	9,099	–	–	0.06%	95
2024 Q2	$362K	Hold	9,099	–	–	0.07%	94
2024 Q1	$345K	Sell	9,099 -696	-7%	-$23.9K	0.07%	97
2023 Q4	$330K	Sell	9,795 -127,708	-93%	-$3.72M	0.08%	93
2023 Q3	$3.76M	Buy	137,503 +1,965	+1%	+$58.1K	0.94%	45
2023 Q2	$3.89M	Buy	135,538 +126,089	+1,334%	+$3.6M	0.9%	42
2023 Q1	$270K	Buy	+9,449	New	+$312K	0.07%	90

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

Greystone Financial Group's BAC Position: Q1 2026 in Review

Greystone Financial Group sold out of Bank of America (BAC) in Q1 2026, closing a stake of 9,099 shares — an estimated $500K sold.

Greystone Financial Group first reported a position in BAC in Q1 2023 and held it in 12 quarters. The position peaked at $3.89M in Q2 2023. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Greystone Financial Group reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Greystone Financial Group sold 9,099 Bank of America shares in Q1 2026, an estimated $500K.
Greystone Financial Group first reported a position in Bank of America in Q1 2023 and held it in 12 quarters.
Greystone Financial Group's Bank of America position peaked at $3.89M in Q2 2023.
3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.