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January Capital Advisors’s Bank of America BAC Stock Holding History

January Capital Advisors’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 		$292K Buy
+5,986
New +$309K 0.39% 44
2022
Q2 		$236K Hold
7,589
– – 0.21% 37
2022
Q1 		$236K Sell
7,589
-59
-0.8% -$2.66K 0.21% 37
2021
Q4 		$340K Buy
+7,648
New +$348K 0.27% 39

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

January Capital Advisors's BAC Position: Q1 2026 in Review

January Capital Advisors opened a new position in Bank of America (BAC) in Q1 2026: 5,986 shares worth $292K. The stake represents 0.39% of the portfolio and ranks #44 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in BAC as recently as Q2 2022.

January Capital Advisors first reported a position in BAC in Q4 2021 and has held it in 4 quarters since. The position peaked at $340K in Q4 2021. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • January Capital Advisors held 5,986 shares of Bank of America worth $292K as of Q1 2026.
  • Bank of America was a new January Capital Advisors position in Q1 2026.
  • Bank of America made up 0.39% of January Capital Advisors's portfolio in Q1 2026, its #44 holding.
  • January Capital Advisors first reported a position in Bank of America in Q4 2021 and has held it in 4 quarters since.
  • January Capital Advisors's Bank of America position peaked at $340K in Q4 2021.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.