Leonard Rickey Investment Advisors’s Bank of America BAC Stock Holding History

Leonard Rickey Investment Advisors’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	–	Sell	-5,668	Closed	-$312K	–	121
2025 Q4	$312K	Sell	5,668 -433	-7%	-$22.9K	0.06%	92
2025 Q3	$315K	Sell	6,101 -681	-10%	-$33.2K	0.06%	87
2025 Q2	$321K	Buy	6,782 +10	+0.1%	+$421	0.06%	85
2025 Q1	$248K	Sell	6,772 -573	-8%	-$25.5K	0.05%	91
2024 Q4	$323K	Buy	7,345 +31	+0.4%	+$1.36K	0.07%	77
2024 Q3	$290K	Sell	7,314 -451	-6%	-$18.1K	0.07%	85
2024 Q2	$309K	Buy	7,765 +1,796	+30%	+$68.8K	0.07%	75
2024 Q1	$226K	Buy	+5,969	New	+$205K	0.06%	84

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

Leonard Rickey Investment Advisors's BAC Position: Q1 2026 in Review

Leonard Rickey Investment Advisors sold out of Bank of America (BAC) in Q1 2026, closing a stake of 5,668 shares — an estimated $312K sold.

Leonard Rickey Investment Advisors first reported a position in BAC in Q1 2024 and held it in 8 quarters. The position peaked at $323K in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Leonard Rickey Investment Advisors reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 5,668 Bank of America shares in Q1 2026, an estimated $312K.
Leonard Rickey Investment Advisors first reported a position in Bank of America in Q1 2024 and held it in 8 quarters.
Leonard Rickey Investment Advisors's Bank of America position peaked at $323K in Q4 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.