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Knollwood Investment Advisory’s Bank of America BAC Stock Holding History

Knollwood Investment Advisory’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 		$762K Hold
15,638
– – 0.08% 195
2025
Q4 		$860K Hold
15,638
– – 0.08% 186
2025
Q3 		$807K Hold
15,638
– – 0.07% 216
2025
Q2 		$740K Hold
15,638
– – 0.07% 223
2025
Q1 		$653K Hold
15,638
– – 0.07% 228
2024
Q4 		$687K Hold
15,638
– – 0.07% 230
2024
Q3 		$621K Hold
15,638
– – 0.07% 245
2024
Q2 		$622K Buy
+15,638
New +$599K 0.07% 240

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

Knollwood Investment Advisory's BAC Position: Q1 2026 in Review

Knollwood Investment Advisory held its Bank of America (BAC) position steady in Q1 2026 at 15,638 shares worth $762K. The position accounts for 0.08% of the portfolio, ranked #195.

Knollwood Investment Advisory first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $860K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Knollwood Investment Advisory held 15,638 shares of Bank of America worth $762K as of Q1 2026.
  • Knollwood Investment Advisory left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.08% of Knollwood Investment Advisory's portfolio in Q1 2026, its #195 holding.
  • Knollwood Investment Advisory first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Bank of America position peaked at $860K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.