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NFP Retirement Inc’s Bank of America BAC Stock Holding History

NFP Retirement Inc’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 		$297K Sell
6,098
-25
-0.4% -$1.29K 0.02% 255
2025
Q4 		$337K Sell
6,123
-55
-0.9% -$2.91K 0.02% 239
2025
Q3 		$319K Sell
6,178
-3,288
-35% -$160K 0.02% 247
2025
Q2 		$448K Sell
9,466
-1,623
-15% -$68.3K 0.03% 213
2025
Q1 		$463K Sell
11,089
-199
-2% -$8.87K 0.04% 189
2024
Q4 		$496K Buy
11,288
+24
+0.2% +$1.06K 0.04% 188
2024
Q3 		$447K Sell
11,264
-7,667
-40% -$307K 0.04% 195
2024
Q2 		$753K Buy
18,931
+111
+0.6% +$4.25K 0.06% 142
2024
Q1 		$714K Buy
18,820
+2,559
+16% +$87.8K 0.06% 144
2023
Q4 		$547K Buy
16,261
+1,632
+11% +$47.5K 0.09% 144
2023
Q3 		$401K Buy
14,629
+72
+0.5% +$2.13K 0.08% 159
2023
Q2 		$418K Buy
14,557
+24
+0.2% +$685 0.08% 160
2023
Q1 		$416K Buy
14,533
+4,742
+48% +$157K 0.08% 166
2022
Q4 		$324K Buy
9,791
+170
+2% +$5.86K 0.07% 181
2022
Q3 		$291K Sell
9,621
-110
-1% -$3.68K 0.07% 186
2022
Q2 		$303K Sell
9,731
-42
-0.4% -$1.51K 0.08% 182
2022
Q1 		$403K Buy
9,773
+2,170
+29% +$97.9K 0.1% 153
2021
Q4 		$338K Buy
7,603
+15
+0.2% +$683 0.12% 107
2021
Q3 		$322K Buy
7,588
+2,551
+51% +$103K 0.13% 102
2021
Q2 		$208K Buy
+5,037
New +$206K 0.08% 129

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

NFP Retirement Inc's BAC Position: Q1 2026 in Review

NFP Retirement Inc reduced its Bank of America (BAC) stake by 0.41% in Q1 2026, selling an estimated $1.29K and leaving 6,098 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #255.

NFP Retirement Inc first reported a position in BAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $753K in Q2 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • NFP Retirement Inc held 6,098 shares of Bank of America worth $297K as of Q1 2026.
  • NFP Retirement Inc sold 25 Bank of America shares in Q1 2026, an estimated $1.29K.
  • Bank of America made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #255 holding.
  • NFP Retirement Inc first reported a position in Bank of America in Q2 2021 and has held it in 20 quarters since.
  • NFP Retirement Inc's Bank of America position peaked at $753K in Q2 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.