OneAscent Family Office’s Bank of America BAC Stock Holding History

OneAscent Family Office’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	$498K	Buy	10,220 +101	+1%	+$5.21K	0.35%	70
2025 Q4	$557K	Buy	10,119 +1,417	+16%	+$74.9K	0.38%	66
2025 Q3	$449K	Sell	8,702 -407	-4%	-$19.9K	0.37%	72
2025 Q2	$431K	Sell	9,109 -9,059	-50%	-$381K	0.41%	59
2025 Q1	$758K	Buy	18,168 +10,000	+122%	+$446K	0.71%	40
2024 Q4	$359K	Buy	+8,168	New	+$359K	0.65%	38

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

OneAscent Family Office's BAC Position: Q1 2026 in Review

OneAscent Family Office increased its Bank of America (BAC) stake by 1% in Q1 2026, buying an estimated $5.21K and bringing the position to 10,220 shares worth $498K. The position accounts for 0.35% of the portfolio, ranked #70.

OneAscent Family Office first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

OneAscent Family Office held 10,220 shares of Bank of America worth $498K as of Q1 2026.
OneAscent Family Office bought 101 Bank of America shares in Q1 2026, an estimated $5.21K.
Bank of America made up 0.35% of OneAscent Family Office's portfolio in Q1 2026, its #70 holding.
OneAscent Family Office first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Bank of America position peaked at $758K in Q1 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.