Norden Group’s Bank of America BAC Stock Holding History

Norden 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	$4.16M	Sell	85,232 -2,229	-3%	-$115K	0.4%	53
2025 Q4	$4.81M	Sell	87,461 -4,530	-5%	-$239K	0.47%	40
2025 Q3	$4.75M	Sell	91,991 -439	-0.5%	-$21.4K	0.48%	40
2025 Q2	$4.37M	Buy	92,430 +3,395	+4%	+$143K	0.47%	47
2025 Q1	$3.72M	Buy	89,035 +3,068	+4%	+$137K	0.43%	47
2024 Q4	$3.78M	Sell	85,967 -3,654	-4%	-$161K	0.43%	51
2024 Q3	$3.56M	Buy	89,621 +38,785	+76%	+$1.55M	0.42%	58
2024 Q2	$2.02M	Sell	50,836 -2,193	-4%	-$84K	0.41%	55
2024 Q1	$2.01M	Buy	53,029 +12,089	+30%	+$415K	0.41%	58
2023 Q4	$1.38M	Buy	40,940 +7,243	+21%	+$211K	0.24%	48
2023 Q3	$923K	Buy	+33,697	New	+$997K	0.3%	74

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

Norden Group's BAC Position: Q1 2026 in Review

Norden Group reduced its Bank of America (BAC) stake by 2.5% in Q1 2026, selling an estimated $115K and leaving 85,232 shares worth $4.16M. The position accounts for 0.4% of the portfolio, ranked #53.

Norden Group first reported a position in BAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Norden Group held 85,232 shares of Bank of America worth $4.16M as of Q1 2026.
Norden Group sold 2,229 Bank of America shares in Q1 2026, an estimated $115K.
Bank of America made up 0.4% of Norden Group's portfolio in Q1 2026, its #53 holding.
Norden Group first reported a position in Bank of America in Q3 2023 and has held it in 11 quarters since.
Norden Group's Bank of America position peaked at $4.81M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.