Northern Financial Advisors’s Bank of America BAC Stock Holding History

Northern Financial Advisors’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	$694K	Buy	14,234 +4,379	+44%	+$226K	0.51%	61
2025 Q4	$542K	Sell	9,855 -4,448	-31%	-$235K	0.62%	50
2025 Q3	$738K	Buy	14,303 +258	+2%	+$12.6K	0.39%	64
2025 Q2	$665K	Sell	14,045 -338	-2%	-$14.2K	0.5%	55
2025 Q1	$600K	Buy	14,383 +252	+2%	+$11.2K	0.5%	61
2024 Q4	$621K	Sell	14,131 -1,570	-10%	-$69.1K	0.5%	57
2024 Q3	$623K	Sell	15,701 -210	-1%	-$8.42K	0.47%	65
2024 Q2	$633K	Sell	15,911 -173	-1%	-$6.63K	0.51%	63
2024 Q1	$610K	Buy	16,084 +1	+0%	+$34	0.48%	70
2023 Q4	$542K	Sell	16,083 -3,073	-16%	-$89.5K	0.46%	68
2023 Q3	$524K	Sell	19,156 -573	-3%	-$17K	0.48%	65
2023 Q2	$566K	Sell	19,729 -1,856	-9%	-$53K	0.5%	65
2023 Q1	$617K	Buy	+21,585	New	+$713K	0.58%	58

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

Northern Financial Advisors's BAC Position: Q1 2026 in Review

Northern Financial Advisors increased its Bank of America (BAC) stake by 44% in Q1 2026, buying an estimated $226K and bringing the position to 14,234 shares worth $694K. The position accounts for 0.51% of the portfolio, ranked #61.

Northern Financial Advisors first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $738K in Q3 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Northern Financial Advisors held 14,234 shares of Bank of America worth $694K as of Q1 2026.
Northern Financial Advisors bought 4,379 Bank of America shares in Q1 2026, an estimated $226K.
Bank of America made up 0.51% of Northern Financial Advisors's portfolio in Q1 2026, its #61 holding.
Northern Financial Advisors first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
Northern Financial Advisors's Bank of America position peaked at $738K in Q3 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.