Legacy Capital Group California’s Bank of America BAC Stock Holding History

Legacy Capital Group California’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	$1.37M	Sell	28,167 -9,680	-26%	-$500K	0.52%	34
2025 Q4	$2.08M	Buy	37,847 +15,206	+67%	+$804K	0.5%	38
2025 Q3	$1.17M	Sell	22,641 -16,961	-43%	-$827K	0.3%	80
2025 Q2	$1.87M	Sell	39,602 -453	-1%	-$19.1K	0.52%	31
2025 Q1	$1.67M	Buy	40,055 +16,886	+73%	+$752K	0.58%	26
2024 Q4	$1.02M	Sell	23,169 -12	-0.1%	-$528	0.31%	70
2024 Q3	$920K	Sell	23,181 -501	-2%	-$20.1K	0.31%	86
2024 Q2	$942K	Buy	23,682 +198	+0.8%	+$7.59K	0.34%	78
2024 Q1	$891K	Buy	23,484 +13,026	+125%	+$447K	0.33%	87
2023 Q4	$352K	Buy	10,458 +4	+0%	+$116	0.14%	199
2023 Q3	$286K	Sell	10,454 -107	-1%	-$3.17K	0.12%	215
2023 Q2	$303K	Buy	10,561 +409	+4%	+$11.7K	0.12%	205
2023 Q1	$290K	Buy	+10,152	New	+$335K	0.14%	191

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

Legacy Capital Group California's BAC Position: Q1 2026 in Review

Legacy Capital Group California reduced its Bank of America (BAC) stake by 26% in Q1 2026, selling an estimated $500K and leaving 28,167 shares worth $1.37M. The position accounts for 0.52% of the portfolio, ranked #34.

Legacy Capital Group California first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Legacy Capital Group California held 28,167 shares of Bank of America worth $1.37M as of Q1 2026.
Legacy Capital Group California sold 9,680 Bank of America shares in Q1 2026, an estimated $500K.
Bank of America made up 0.52% of Legacy Capital Group California's portfolio in Q1 2026, its #34 holding.
Legacy Capital Group California first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Bank of America position peaked at $2.08M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.