Houlihan Financial Resource Group’s Bank of America BAC Stock Holding History

Houlihan Financial Resource 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	$1.09M	Buy	22,283 +1	+0%	+$52	0.42%	48
2025 Q4	$1.19M	Sell	22,282 -461	-2%	-$24.4K	0.45%	47
2025 Q3	$1.17M	Hold	22,743	–	–	1.03%	32
2025 Q2	$1.07M	Sell	22,743 -434	-2%	-$18.3K	0.45%	44
2025 Q1	$967K	Buy	23,177 +74	+0.3%	+$3.3K	0.43%	43
2024 Q4	$1.01M	Buy	23,103 +69	+0.3%	+$3.04K	0.43%	42
2024 Q3	$914K	Buy	23,034 +77	+0.3%	+$3.09K	0.38%	48
2024 Q2	$913K	Buy	22,957 +144	+0.6%	+$5.52K	0.62%	31
2024 Q1	$865K	Buy	22,813 +82	+0.4%	+$2.81K	0.39%	46
2023 Q4	$765K	Hold	22,731	–	–	0.37%	48
2023 Q3	$599K	Buy	+22,731	New	+$673K	0.32%	56
2023 Q2	–	Sell	-22,460	Closed	-$642K	–	139
2023 Q1	$642K	Hold	22,460	–	–	0.35%	51
2022 Q4	$793K	Buy	22,460 +73	+0.3%	+$2.51K	0.46%	46
2022 Q3	$725K	Buy	+22,387	New	+$748K	0.44%	46
2020 Q3	$582K	Buy	+21,270	New	+$530K	0.34%	55
2020 Q1	$448K	Buy	21,111 +85	+0.4%	+$2.55K	0.39%	54
2019 Q4	$741K	Buy	+21,026	New	+$680K	0.48%	50

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

Houlihan Financial Resource Group's BAC Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its Bank of America (BAC) stake by 0% in Q1 2026, buying an estimated $52 and bringing the position to 22,283 shares worth $1.09M. The position accounts for 0.42% of the portfolio, ranked #48.

Houlihan Financial Resource Group first reported a position in BAC in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.19M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Houlihan Financial Resource Group held 22,283 shares of Bank of America worth $1.09M as of Q1 2026.
Houlihan Financial Resource Group bought 1 Bank of America share in Q1 2026, an estimated $52.
Bank of America made up 0.42% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #48 holding.
Houlihan Financial Resource Group first reported a position in Bank of America in Q4 2019 and has held it in 17 quarters since.
Houlihan Financial Resource Group's Bank of America position peaked at $1.19M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.