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Live Oak Investment Partners’s Bank of America BAC Stock Holding History

Live Oak Investment Partners’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
-4,265
Closed -$235K – 94
2025
Q4 		$235K Buy
4,265
+6
+0.1% +$317 0.14% 79
2025
Q3 		$220K Buy
4,259
+7
+0.2% +$341 0.15% 78
2025
Q2 		$201K Buy
+4,252
New +$179K 0.15% 80
2024
Q4 		– Hold
0
– – – 124
2024
Q3 		– Hold
0
– – – 127
2024
Q2 		– Hold
0
– – – 123
2023
Q4 		– Hold
0
– – – 125
2023
Q3 		– Hold
0
– – – 136
2023
Q2 		– Hold
0
– – – 135
2023
Q1 		– Hold
0
– – – 133
2022
Q4 		– Hold
0
– – – 122

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Live Oak Investment Partners's BAC Position: Q1 2026 in Review

Live Oak Investment Partners sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,265 shares — an estimated $235K sold.

Live Oak Investment Partners first reported a position in BAC in Q2 2025 and held it in 3 quarters. The position peaked at $235K in Q4 2025. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Live Oak Investment Partners reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Live Oak Investment Partners sold 4,265 Bank of America shares in Q1 2026, an estimated $235K.
  • Live Oak Investment Partners first reported a position in Bank of America in Q2 2025 and held it in 3 quarters.
  • Live Oak Investment Partners's Bank of America position peaked at $235K in Q4 2025.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.