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Oxford Financial Group’s Bank of America BAC Stock Holding History

Oxford Financial 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 		$894K Buy
18,334
+8,542
+87% +$441K 0.05% 108
2025
Q4 		$539K Sell
9,792
-2,185
-18% -$116K 0.03% 138
2025
Q3 		$618K Buy
11,977
+5,012
+72% +$245K 0.04% 126
2025
Q2 		$330K Sell
6,965
-1,125
-14% -$47.3K 0.02% 164
2025
Q1 		$338K Sell
8,090
-1,365
-14% -$60.8K 0.02% 164
2024
Q4 		$416K Sell
9,455
-467
-5% -$20.5K 0.03% 169
2024
Q3 		$394K Sell
9,922
-8,684
-47% -$348K 0.03% 168
2024
Q2 		$740K Buy
18,606
+8,790
+90% +$337K 0.05% 113
2024
Q1 		$372K Buy
9,816
+1,470
+18% +$50.5K 0.03% 163
2023
Q4 		$281K Buy
+8,346
New +$243K 0.02% 191
2023
Q3 		– Sell
-7,619
Closed -$219K – 268
2023
Q2 		$219K Buy
+7,619
New +$217K 0.02% 215

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Financial Group's BAC Position: Q1 2026 in Review

Oxford Financial Group increased its Bank of America (BAC) stake by 87% in Q1 2026, buying an estimated $441K and bringing the position to 18,334 shares worth $894K. The position accounts for 0.05% of the portfolio, ranked #108.

Oxford Financial Group first reported a position in BAC in Q2 2023 and has held it in 11 quarters since. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Oxford Financial Group held 18,334 shares of Bank of America worth $894K as of Q1 2026.
  • Oxford Financial Group bought 8,542 Bank of America shares in Q1 2026, an estimated $441K.
  • Bank of America made up 0.05% of Oxford Financial Group's portfolio in Q1 2026, its #108 holding.
  • Oxford Financial Group first reported a position in Bank of America in Q2 2023 and has held it in 11 quarters since.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.