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Laffer Tengler Investments’s Bank of America BAC Stock Holding History

Laffer Tengler Investments’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 		$444K Sell
9,100
-364
-4% -$18.8K 0.07% 144
2025
Q4 		$521K Buy
9,464
+3,943
+71% +$208K 0.08% 121
2025
Q3 		$285K Sell
5,521
-3,320
-38% -$162K 0.05% 143
2025
Q2 		$418K Buy
+8,841
New +$372K 0.07% 129
2025
Q1 		– Sell
-4,650
Closed -$204K – 135
2024
Q4 		$204K Sell
4,650
-4,000
-46% -$176K 0.04% 144
2024
Q3 		$343K Sell
8,650
-397
-4% -$15.9K 0.07% 134
2024
Q2 		$360K Buy
9,047
+4,252
+89% +$163K 0.08% 131
2024
Q1 		$182K Sell
4,795
-51
-1% -$1.75K 0.05% 154
2023
Q4 		$163K Buy
4,846
+196
+4% +$5.71K 0.04% 156
2023
Q3 		$127K Buy
+4,650
New +$138K 0.04% 167
2023
Q1 		– Sell
-277
Closed -$9.17K – 404
2022
Q4 		$9.17K Buy
277
+177
+177% +$6.1K ﹤0.01% 376
2022
Q3 		$3.02K Buy
+100
New +$3.34K ﹤0.01% 353
2016
Q4 		– Sell
-229,689
Closed -$3.59M – 223
2016
Q3 		$3.59M Hold
229,689
– – 1% 19
2016
Q2 		$3.05M Buy
229,689
+129,974
+130% +$1.83M 0.87% 27
2016
Q1 		$1.35M Buy
+99,715
New +$1.35M 0.36% 128
2015
Q4 		– Hold
0
– – – 101
2015
Q3 		– Sell
-99,715
Closed -$1.68M – 112
2015
Q2 		$1.7M Buy
+99,715
New +$1.64M 0.41% 110

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

Laffer Tengler Investments's BAC Position: Q1 2026 in Review

Laffer Tengler Investments reduced its Bank of America (BAC) stake by 3.8% in Q1 2026, selling an estimated $18.8K and leaving 9,100 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #144.

Laffer Tengler Investments first reported a position in BAC in Q2 2015 and has held it in 16 quarters since. The position peaked at $3.59M in Q3 2016. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Laffer Tengler Investments held 9,100 shares of Bank of America worth $444K as of Q1 2026.
  • Laffer Tengler Investments sold 364 Bank of America shares in Q1 2026, an estimated $18.8K.
  • Bank of America made up 0.07% of Laffer Tengler Investments's portfolio in Q1 2026, its #144 holding.
  • Laffer Tengler Investments first reported a position in Bank of America in Q2 2015 and has held it in 16 quarters since.
  • Laffer Tengler Investments's Bank of America position peaked at $3.59M in Q3 2016.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.