My Personal CFO LLC’s Bank of America BAC Stock Holding History

My Personal CFO LLC’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	$326K	Hold	6,686	–	–	0.14%	72
2025 Q4	$368K	Buy	+6,686	New	+$353K	0.15%	72
2025 Q3	–	Sell	-6,638	Closed	-$314K	–	99
2025 Q2	$314K	Sell	6,638 -176	-3%	-$7.41K	0.14%	74
2025 Q1	$284K	Sell	6,814 -129	-2%	-$5.75K	0.14%	77
2024 Q4	$305K	Buy	6,943 +1	+0%	+$44	0.16%	72
2024 Q3	$275K	Buy	6,942 +123	+2%	+$4.93K	0.15%	77
2024 Q2	$271K	Sell	6,819 -278	-4%	-$10.7K	0.14%	89
2024 Q1	$269K	Buy	7,097 +49	+0.7%	+$1.68K	0.16%	85
2023 Q4	$237K	Buy	+7,048	New	+$205K	0.15%	87
2023 Q3	–	Sell	-9,066	Closed	-$260K	–	84
2023 Q2	$260K	Sell	9,066 -205	-2%	-$5.85K	0.2%	71
2023 Q1	$265K	Buy	9,271 +9,262	+102,911%	+$306K	0.23%	61
2022 Q4	$308K	Hold	9	–	–	0.28%	53
2022 Q3	$313K	Sell	9 -9,208	-100%	-$308K	0.48%	45
2022 Q2	$287K	Buy	9,217 +422	+5%	+$15.2K	0.37%	46
2022 Q1	$363K	Sell	8,795 -453	-5%	-$20.4K	0.38%	40
2021 Q4	$411K	Buy	+9,248	New	+$421K	0.36%	41

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

My Personal CFO LLC's BAC Position: Q1 2026 in Review

My Personal CFO LLC held its Bank of America (BAC) position steady in Q1 2026 at 6,686 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #72.

My Personal CFO LLC first reported a position in BAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $411K in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

My Personal CFO LLC held 6,686 shares of Bank of America worth $326K as of Q1 2026.
My Personal CFO LLC left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.14% of My Personal CFO LLC's portfolio in Q1 2026, its #72 holding.
My Personal CFO LLC first reported a position in Bank of America in Q4 2021 and has held it in 16 quarters since.
My Personal CFO LLC's Bank of America position peaked at $411K in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.