Johnson Financial Group LLC (Colorado)’s Bank of America BAC Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$246K	Buy	+5,036	New	+$260K	0.02%	156
2025 Q2	–	Sell	-5,054	Closed	-$211K	–	80
2025 Q1	$211K	Buy	+5,054	New	+$225K	0.02%	91
2022 Q1	–	Sell	-4,516	Closed	-$201K	–	51
2021 Q4	$201K	Sell	4,516 -2,741	-38%	-$125K	0.03%	72
2021 Q3	$308K	Sell	7,257 -838	-10%	-$33.8K	0.06%	54
2021 Q2	$334K	Buy	+8,095	New	+$332K	0.06%	61
2018 Q1	$222K	Sell	7,416 -969	-12%	-$30.4K	0.18%	56
2017 Q4	$248K	Sell	8,385 -1,953	-19%	-$53.8K	0.19%	61
2017 Q3	$261K	Sell	10,338 -286	-3%	-$6.94K	0.22%	54
2017 Q2	$257K	Buy	10,624 +398	+4%	+$9.28K	0.22%	48
2017 Q1	$241K	Sell	10,226 -2,079	-17%	-$49.3K	0.27%	46
2016 Q4	$272K	Buy	+12,305	New	+$237K	0.22%	71

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

Johnson Financial Group LLC (Colorado)'s BAC Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in Bank of America (BAC) in Q1 2026: 5,036 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in BAC as recently as Q1 2025.

Johnson Financial Group LLC (Colorado) first reported a position in BAC in Q4 2016 and has held it in 11 quarters since. The position peaked at $334K in Q2 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 5,036 shares of Bank of America worth $246K as of Q1 2026.
Bank of America was a new Johnson Financial Group LLC (Colorado) position in Q1 2026.
Bank of America made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #156 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Bank of America in Q4 2016 and has held it in 11 quarters since.
Johnson Financial Group LLC (Colorado)'s Bank of America position peaked at $334K in Q2 2021.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.