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Money Concepts Capital’s Bank of America BAC Stock Holding History

Money Concepts Capital’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 		$400K Buy
8,199
+3,235
+65% +$167K 0.02% 411
2025
Q4 		$273K Buy
4,964
+182
+4% +$9.62K 0.02% 449
2025
Q3 		$247K Buy
+4,782
New +$233K 0.02% 418
2023
Q1 		– Sell
-34,317
Closed -$1.14M – 658
2022
Q4 		$1.14M Buy
34,317
+28,970
+542% +$998K 0.05% 272
2022
Q3 		$161K Buy
5,347
+3,256
+156% +$109K 0.01% 462
2022
Q2 		$66K Sell
2,091
-26,821
-93% -$966K 0.01% 655
2022
Q1 		$1.19M Buy
+28,912
New +$1.3M 0.07% 269

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

Money Concepts Capital's BAC Position: Q1 2026 in Review

Money Concepts Capital increased its Bank of America (BAC) stake by 65% in Q1 2026, buying an estimated $167K and bringing the position to 8,199 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #411.

Money Concepts Capital first reported a position in BAC in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2022. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Money Concepts Capital held 8,199 shares of Bank of America worth $400K as of Q1 2026.
  • Money Concepts Capital bought 3,235 Bank of America shares in Q1 2026, an estimated $167K.
  • Bank of America made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #411 holding.
  • Money Concepts Capital first reported a position in Bank of America in Q1 2022 and has held it in 7 quarters since.
  • Money Concepts Capital's Bank of America position peaked at $1.19M in Q1 2022.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.