Novak & Powell Financial Services’s Bank of America BAC Stock Holding History

Novak & Powell Financial Services’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	$343K	Buy	7,041 +3	+0%	+$155	0.18%	114
2025 Q4	$387K	Sell	7,038 -78	-1%	-$4.12K	0.2%	97
2025 Q3	$367K	Sell	7,116 -70	-1%	-$3.42K	0.19%	100
2025 Q2	$340K	Sell	7,186 -1,090	-13%	-$45.9K	0.24%	93
2025 Q1	$345K	Buy	8,276 +10	+0.1%	+$446	0.21%	97
2024 Q4	$363K	Buy	8,266 +9	+0.1%	+$396	0.22%	97
2024 Q3	$328K	Sell	8,257 -20	-0.2%	-$802	0.19%	103
2024 Q2	$329K	Sell	8,277 -6	-0.1%	-$230	0.2%	99
2024 Q1	$314K	Buy	8,283 +10	+0.1%	+$343	0.24%	97
2023 Q4	$279K	Buy	+8,273	New	+$241K	0.19%	106

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

Novak & Powell Financial Services's BAC Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Bank of America (BAC) stake by 0.04% in Q1 2026, buying an estimated $155 and bringing the position to 7,041 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #114.

Novak & Powell Financial Services first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $387K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Novak & Powell Financial Services held 7,041 shares of Bank of America worth $343K as of Q1 2026.
Novak & Powell Financial Services bought 3 Bank of America shares in Q1 2026, an estimated $155.
Bank of America made up 0.18% of Novak & Powell Financial Services's portfolio in Q1 2026, its #114 holding.
Novak & Powell Financial Services first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Bank of America position peaked at $387K in Q4 2025.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.