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Legacy Bridge’s Bank of America BAC Stock Holding History

Legacy Bridge’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 		$7.07K Sell
145
-366
-72% -$18.9K ﹤0.01% 283
2025
Q4 		$28.1K Buy
511
+330
+182% +$17.4K 0.01% 231
2025
Q3 		$9.34K Buy
181
+20
+12% +$976 ﹤0.01% 262
2025
Q2 		$7.62K Buy
161
+16
+11% +$673 ﹤0.01% 260
2025
Q1 		$6.05K Hold
145
– – ﹤0.01% 254
2024
Q4 		$6.37K Hold
145
– – ﹤0.01% 270
2024
Q3 		$5.75K Hold
145
– – ﹤0.01% 272
2024
Q2 		$5.77K Hold
145
– – ﹤0.01% 265
2024
Q1 		$5.5K Hold
145
– – ﹤0.01% 291
2023
Q4 		$4.88K Sell
145
-42,435
-100% -$1.24M ﹤0.01% 273
2023
Q3 		$1.17M Sell
42,580
-4,230
-9% -$125K 0.83% 42
2023
Q2 		$1.34M Buy
46,810
+400
+0.9% +$11.4K 0.9% 41
2023
Q1 		$1.33M Buy
46,410
+500
+1% +$16.5K 0.93% 37
2022
Q4 		$1.52M Buy
45,910
+1,855
+4% +$63.9K 1.08% 23
2022
Q3 		$1.33M Hold
44,055
– – 1.06% 22
2022
Q2 		$1.37M Sell
44,055
-400
-0.9% -$14.4K 1.01% 20
2022
Q1 		$1.83M Hold
44,455
– – 1.07% 14
2021
Q4 		$1.98M Sell
44,455
-50
-0.1% -$2.28K 1.03% 17
2021
Q3 		$1.89M Buy
44,505
+160
+0.4% +$6.45K 1.09% 12
2021
Q2 		$1.83M Buy
44,345
+365
+0.8% +$15K 1.03% 16
2021
Q1 		$1.7M Buy
43,980
+20,275
+86% +$700K 1.1% 15
2020
Q4 		$718K Hold
23,705
– – 0.52% 78
2020
Q3 		$571K Buy
23,705
+1,500
+7% +$37.3K 0.52% 69
2020
Q2 		$527K Buy
22,205
+195
+0.9% +$4.61K 0.58% 63
2020
Q1 		$467K Sell
22,010
-2,070
-9% -$62.1K 0.59% 59
2019
Q4 		$848K Buy
24,080
+2,100
+10% +$67.9K 0.7% 48
2019
Q3 		$641K Hold
21,980
– – 0.61% 62
2019
Q2 		$637K Hold
21,980
– – 0.61% 60
2019
Q1 		$606K Buy
21,980
+500
+2% +$14.1K 0.62% 58
2018
Q4 		$529K Buy
+21,480
New +$583K 0.65% 51

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

Legacy Bridge's BAC Position: Q1 2026 in Review

Legacy Bridge reduced its Bank of America (BAC) stake by 72% in Q1 2026, selling an estimated $18.9K and leaving 145 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Legacy Bridge first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.98M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Legacy Bridge held 145 shares of Bank of America worth $7.07K as of Q1 2026.
  • Legacy Bridge sold 366 Bank of America shares in Q1 2026, an estimated $18.9K.
  • Bank of America made up ﹤0.01% of Legacy Bridge's portfolio in Q1 2026, its #283 holding.
  • Legacy Bridge first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Bank of America position peaked at $1.98M in Q4 2021.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.