Koss-Olinger Consulting’s Bank of America BAC Stock Holding History

Koss-Olinger Consulting’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	$356K	Sell	7,294 -3,156	-30%	-$163K	0.03%	180
2025 Q4	$575K	Sell	10,450 -2,034	-16%	-$108K	0.04%	150
2025 Q3	$591K	Sell	12,484 -1,574	-11%	-$76.8K	0.05%	175
2025 Q2	$665K	Sell	14,058 -285	-2%	-$12K	0.05%	162
2025 Q1	$599K	Buy	14,343 +980	+7%	+$43.7K	0.05%	167
2024 Q4	$587K	Buy	13,363 +5,637	+73%	+$248K	0.05%	115
2024 Q3	$307K	Buy	7,726 +1,835	+31%	+$73.5K	0.03%	221
2024 Q2	$234K	Buy	+5,891	New	+$226K	0.02%	232

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

Koss-Olinger Consulting's BAC Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Bank of America (BAC) stake by 30% in Q1 2026, selling an estimated $163K and leaving 7,294 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #180.

Koss-Olinger Consulting first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $665K in Q2 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Koss-Olinger Consulting held 7,294 shares of Bank of America worth $356K as of Q1 2026.
Koss-Olinger Consulting sold 3,156 Bank of America shares in Q1 2026, an estimated $163K.
Bank of America made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #180 holding.
Koss-Olinger Consulting first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Koss-Olinger Consulting's Bank of America position peaked at $665K in Q2 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.