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Osbon Capital Management’s Bank of America BAC Stock Holding History

Osbon Capital Management’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 		$731 Hold
15
– – ﹤0.01% 467
2025
Q4 		$825 Buy
+15
New +$793 ﹤0.01% 334

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VPM
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Geode Capital Management
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Capital World Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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Osbon Capital Management's BAC Position: Q1 2026 in Review

Osbon Capital Management held its Bank of America (BAC) position steady in Q1 2026 at 15 shares worth $731. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Osbon Capital Management first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $825 in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Osbon Capital Management held 15 shares of Bank of America worth $731 as of Q1 2026.
  • Osbon Capital Management left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #467 holding.
  • Osbon Capital Management first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Bank of America position peaked at $825 in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.