Highview Capital Management’s Bank of America BAC Stock Holding History

Highview Capital Management’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	$248K	Buy	5,094 +1,194	+31%	+$61.6K	0.09%	93
2025 Q4	$215K	Hold	3,900	–	–	0.08%	104
2025 Q3	$201K	Buy	+3,900	New	+$190K	0.07%	106
2025 Q1	–	Sell	-6,500	Closed	-$286K	–	109
2024 Q4	$286K	Buy	+6,500	New	+$286K	0.11%	107
2022 Q2	–	Sell	-13,216	Closed	-$545K	–	93
2022 Q1	$545K	Buy	13,216 +5,224	+65%	+$236K	0.35%	74
2021 Q4	$356K	Buy	+7,992	New	+$364K	0.23%	86

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

Highview Capital Management's BAC Position: Q1 2026 in Review

Highview Capital Management increased its Bank of America (BAC) stake by 31% in Q1 2026, buying an estimated $61.6K and bringing the position to 5,094 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #93.

Highview Capital Management first reported a position in BAC in Q4 2021 and has held it in 6 quarters since. The position peaked at $545K in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Highview Capital Management held 5,094 shares of Bank of America worth $248K as of Q1 2026.
Highview Capital Management bought 1,194 Bank of America shares in Q1 2026, an estimated $61.6K.
Bank of America made up 0.09% of Highview Capital Management's portfolio in Q1 2026, its #93 holding.
Highview Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 6 quarters since.
Highview Capital Management's Bank of America position peaked at $545K in Q1 2022.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.