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Larson Financial Group’s Bank of America BAC Stock Holding History

Larson Financial Group’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 		$4.25M Buy
87,112
+15,420
+22% +$796K 0.14% 135
2025
Q4 		$3.94M Buy
71,692
+7,235
+11% +$382K 0.13% 146
2025
Q3 		$3.33M Buy
64,457
+5,136
+9% +$251K 0.12% 161
2025
Q2 		$2.81M Sell
59,321
-3,531
-6% -$149K 0.11% 177
2025
Q1 		$2.62M Buy
62,852
+9,428
+18% +$420K 0.12% 155
2024
Q4 		$2.35M Buy
53,424
+43,042
+415% +$1.89M 0.12% 149
2024
Q3 		$412K Buy
10,382
+1,583
+18% +$63.4K 0.02% 386
2024
Q2 		$350K Sell
8,799
-1,650
-16% -$63.2K 0.02% 340
2024
Q1 		$396K Buy
10,449
+8,821
+542% +$303K 0.03% 269
2023
Q4 		$54.8K Sell
1,628
-1,127
-41% -$32.8K ﹤0.01% 629
2023
Q3 		$75.4K Buy
2,755
+655
+31% +$19.4K 0.01% 510
2023
Q2 		$60.2K Sell
2,100
-15
-0.7% -$428 0.01% 518
2023
Q1 		$60.5K Sell
2,115
-4,833
-70% -$160K 0.01% 513
2022
Q4 		$230K Sell
6,948
-1,088
-14% -$37.5K 0.03% 281
2022
Q3 		$243K Buy
8,036
+3,518
+78% +$118K 0.03% 252
2022
Q2 		$141K Buy
4,518
+203
+5% +$7.31K 0.02% 216
2022
Q1 		$178K Sell
4,315
-212
-5% -$9.56K 0.03% 207
2021
Q4 		$201K Buy
4,527
+3,876
+595% +$177K 0.03% 192
2021
Q3 		$28K Sell
651
-705
-52% -$28.4K 0.01% 401
2021
Q2 		$56K Buy
1,356
+91
+7% +$3.73K 0.01% 258
2021
Q1 		$49K Buy
1,265
+1,169
+1,218% +$40.3K 0.01% 260
2020
Q4 		$3K Sell
96
-1,757
-95% -$47.1K ﹤0.01% 594
2020
Q3 		$45K Sell
1,853
-1,070
-37% -$26.6K 0.02% 214
2020
Q2 		$69K Sell
2,923
-767
-21% -$18.1K 0.03% 162
2020
Q1 		$78K Buy
3,690
+2,339
+173% +$70.1K 0.05% 126
2019
Q4 		$48K Buy
1,351
+21
+2% +$679 0.03% 156
2019
Q3 		$39K Buy
1,330
+880
+196% +$25.3K 0.03% 163
2019
Q2 		$13K Buy
+450
New +$13K 0.01% 226

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

Larson Financial Group's BAC Position: Q1 2026 in Review

Larson Financial Group increased its Bank of America (BAC) stake by 22% in Q1 2026, buying an estimated $796K and bringing the position to 87,112 shares worth $4.25M. The position accounts for 0.14% of the portfolio, ranked #135.

Larson Financial Group first reported a position in BAC in Q2 2019 and has held it in 28 quarters since. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Larson Financial Group held 87,112 shares of Bank of America worth $4.25M as of Q1 2026.
  • Larson Financial Group bought 15,420 Bank of America shares in Q1 2026, an estimated $796K.
  • Bank of America made up 0.14% of Larson Financial Group's portfolio in Q1 2026, its #135 holding.
  • Larson Financial Group first reported a position in Bank of America in Q2 2019 and has held it in 28 quarters since.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.