Luts & Greenleigh Group’s Bank of America BAC Stock Holding History

Luts & Greenleigh Group’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	$302K	Sell	6,205 -28	-0.4%	-$1.45K	0.24%	63
2025 Q4	$343K	Buy	6,233 +32	+0.5%	+$1.69K	0.29%	57
2025 Q3	$320K	Sell	6,201 -22	-0.4%	-$1.07K	0.29%	61
2025 Q2	$294K	Buy	6,223 +351	+6%	+$14.8K	0.28%	61
2025 Q1	$245K	Sell	5,872 -18	-0.3%	-$802	0.24%	68
2024 Q4	$259K	Buy	5,890 +2	+0%	+$88	0.26%	69
2024 Q3	$234K	Buy	5,888 +171	+3%	+$6.85K	0.22%	72
2024 Q2	$227K	Buy	+5,717	New	+$219K	0.24%	65

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

Luts & Greenleigh Group's BAC Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its Bank of America (BAC) stake by 0.45% in Q1 2026, selling an estimated $1.45K and leaving 6,205 shares worth $302K. The position accounts for 0.24% of the portfolio, ranked #63.

Luts & Greenleigh Group first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $343K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Luts & Greenleigh Group held 6,205 shares of Bank of America worth $302K as of Q1 2026.
Luts & Greenleigh Group sold 28 Bank of America shares in Q1 2026, an estimated $1.45K.
Bank of America made up 0.24% of Luts & Greenleigh Group's portfolio in Q1 2026, its #63 holding.
Luts & Greenleigh Group first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Luts & Greenleigh Group's Bank of America position peaked at $343K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.