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Harvest Investment Services’s Bank of America BAC Stock Holding History

Harvest Investment Services’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
-4,252
Closed -$234K – 352
2025
Q4 		$234K Sell
4,252
-552
-11% -$29.2K 0.04% 287
2025
Q3 		$248K Sell
4,804
-178
-4% -$8.68K 0.05% 282
2025
Q2 		$236K Buy
+4,982
New +$210K 0.05% 276
2025
Q1 		– Sell
-4,637
Closed -$204K – 287
2024
Q4 		$204K Buy
+4,637
New +$204K 0.05% 266

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

Harvest Investment Services's BAC Position: Q1 2026 in Review

Harvest Investment Services sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,252 shares — an estimated $234K sold.

Harvest Investment Services first reported a position in BAC in Q4 2024 and held it in 4 quarters. The position peaked at $248K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Harvest Investment Services reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Harvest Investment Services sold 4,252 Bank of America shares in Q1 2026, an estimated $234K.
  • Harvest Investment Services first reported a position in Bank of America in Q4 2024 and held it in 4 quarters.
  • Harvest Investment Services's Bank of America position peaked at $248K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.