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Longfellow Investment Management’s Bank of America BAC Stock Holding History

Longfellow Investment Management’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 		$1.77M Buy
36,347
+8,345
+30% +$431K 0.37% 54
2025
Q4 		$1.54M Hold
28,002
– – 0.35% 39
2025
Q3 		$1.44M Sell
28,002
-10,240
-27% -$500K 0.34% 47
2025
Q2 		$1.81M Sell
38,242
-3,326
-8% -$140K 0.45% 38
2025
Q1 		$1.73M Buy
41,568
+6,432
+18% +$287K 0.42% 31
2024
Q4 		$1.54M Sell
35,136
-2,257
-6% -$99.3K 0.4% 31
2024
Q3 		$1.48M Buy
37,393
+227
+0.6% +$9.1K 0.37% 32
2024
Q2 		$1.48M Sell
37,166
-13,013
-26% -$499K 0.37% 33
2024
Q1 		$1.9M Buy
50,179
+376
+0.8% +$12.9K 0.43% 28
2023
Q4 		$1.68M Hold
49,803
– – 0.41% 31
2023
Q3 		$1.36M Sell
49,803
-189
-0.4% -$5.59K 0.36% 39
2023
Q2 		$1.43M Buy
49,992
+8,318
+20% +$237K 0.33% 40
2023
Q1 		$1.19M Buy
+41,674
New +$1.38M 0.27% 55
2021
Q2 		– Sell
-60,802
Closed -$2.35M – 449
2021
Q1 		$2.35M Sell
60,802
-9,052
-13% -$312K 0.28% 78
2020
Q4 		$2.12M Buy
+69,854
New +$1.87M 0.26% 94
2014
Q4 		– Sell
-5,837
Closed -$99K – 47
2014
Q3 		$99K Hold
5,837
– – 0.02% 51
2014
Q2 		$90K Sell
5,837
-6,000
-51% -$93.2K 0.02% 50
2014
Q1 		$203K Buy
11,837
+5,135
+77% +$86.4K 0.03% 50
2013
Q4 		$104K Hold
6,702
– – 0.02% 65
2013
Q3 		$92K Buy
+6,702
New +$95.7K 0.01% 63

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

Longfellow Investment Management's BAC Position: Q1 2026 in Review

Longfellow Investment Management increased its Bank of America (BAC) stake by 30% in Q1 2026, buying an estimated $431K and bringing the position to 36,347 shares worth $1.77M. The position accounts for 0.37% of the portfolio, ranked #54.

Longfellow Investment Management first reported a position in BAC in Q3 2013 and has held it in 20 quarters since. The position peaked at $2.35M in Q1 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Longfellow Investment Management held 36,347 shares of Bank of America worth $1.77M as of Q1 2026.
  • Longfellow Investment Management bought 8,345 Bank of America shares in Q1 2026, an estimated $431K.
  • Bank of America made up 0.37% of Longfellow Investment Management's portfolio in Q1 2026, its #54 holding.
  • Longfellow Investment Management first reported a position in Bank of America in Q3 2013 and has held it in 20 quarters since.
  • Longfellow Investment Management's Bank of America position peaked at $2.35M in Q1 2021.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.