Pacific Sun Financial’s Bank of America BAC Stock Holding History

Pacific Sun Financial’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	$590K	Sell	12,101 -160	-1%	-$8.26K	0.29%	111
2025 Q4	$674K	Sell	12,261 -258	-2%	-$13.6K	0.32%	87
2025 Q3	$646K	Buy	12,519 +14	+0.1%	+$683	0.31%	92
2025 Q2	$592K	Hold	12,505	–	–	0.31%	96
2025 Q1	$522K	Hold	12,505	–	–	0.3%	106
2024 Q4	$550K	Hold	12,505	–	–	0.3%	102
2024 Q3	$496K	Sell	12,505 -60	-0.5%	-$2.4K	0.27%	107
2024 Q2	$500K	Hold	12,565	–	–	0.3%	106
2024 Q1	$476K	Buy	+12,565	New	+$431K	0.28%	111
2022 Q4	–	Sell	-12,997	Closed	-$393K	–	175
2022 Q3	$393K	Buy	12,997 +146	+1%	+$4.88K	0.28%	114
2022 Q2	$400K	Hold	12,851	–	–	0.26%	117
2022 Q1	$530K	Hold	12,851	–	–	0.29%	103
2021 Q4	$572K	Hold	12,851	–	–	0.31%	100
2021 Q3	$546K	Buy	+12,851	New	+$518K	0.31%	95
2020 Q3	$303K	Hold	12,585	–	–	0.25%	111
2020 Q2	$299K	Hold	12,585	–	–	0.27%	109
2020 Q1	$267K	Buy	12,585 +187	+2%	+$5.61K	0.31%	106
2019 Q4	$437K	Sell	12,398 -102	-0.8%	-$3.3K	0.39%	87
2019 Q3	$365K	Hold	12,500	–	–	0.34%	96
2019 Q2	$363K	Buy	+12,500	New	+$360K	0.35%	95
2018 Q2	$394K	Hold	12,500	–	–	0.41%	83
2018 Q1	$375K	Sell	12,500 -1,008	-7%	-$31.7K	0.5%	69
2017 Q4	$399K	Buy	+13,508	New	+$372K	0.22%	88

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

Pacific Sun Financial's BAC Position: Q1 2026 in Review

Pacific Sun Financial reduced its Bank of America (BAC) stake by 1.3% in Q1 2026, selling an estimated $8.26K and leaving 12,101 shares worth $590K. The position accounts for 0.29% of the portfolio, ranked #111.

Pacific Sun Financial first reported a position in BAC in Q4 2017 and has held it in 23 quarters since. The position peaked at $674K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Pacific Sun Financial held 12,101 shares of Bank of America worth $590K as of Q1 2026.
Pacific Sun Financial sold 160 Bank of America shares in Q1 2026, an estimated $8.26K.
Bank of America made up 0.29% of Pacific Sun Financial's portfolio in Q1 2026, its #111 holding.
Pacific Sun Financial first reported a position in Bank of America in Q4 2017 and has held it in 23 quarters since.
Pacific Sun Financial's Bank of America position peaked at $674K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.