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

Passive 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	$311K	Buy	6,383 +573	+10%	+$29.6K	0.09%	81
2025 Q4	$320K	Hold	5,810	–	–	0.1%	78
2025 Q3	$300K	Hold	5,810	–	–	0.1%	77
2025 Q2	$280K	Hold	5,810	–	–	0.09%	74
2025 Q1	$242K	Hold	5,810	–	–	0.08%	78
2024 Q4	$255K	Hold	5,810	–	–	0.09%	58
2024 Q3	$231K	Hold	5,810	–	–	0.08%	61
2024 Q2	$231K	Hold	5,810	–	–	0.09%	59
2024 Q1	$220K	Buy	+5,810	New	+$199K	0.09%	54
2022 Q2	–	Sell	-5,810	Closed	-$239K	–	50
2022 Q1	$239K	Hold	5,810	–	–	0.13%	45
2021 Q4	$258K	Buy	+5,810	New	+$265K	0.15%	44

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

Passive Capital Management's BAC Position: Q1 2026 in Review

Passive Capital Management increased its Bank of America (BAC) stake by 9.9% in Q1 2026, buying an estimated $29.6K and bringing the position to 6,383 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #81.

Passive Capital Management first reported a position in BAC in Q4 2021 and has held it in 11 quarters since. The position peaked at $320K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Passive Capital Management held 6,383 shares of Bank of America worth $311K as of Q1 2026.
Passive Capital Management bought 573 Bank of America shares in Q1 2026, an estimated $29.6K.
Bank of America made up 0.09% of Passive Capital Management's portfolio in Q1 2026, its #81 holding.
Passive Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 11 quarters since.
Passive Capital Management's Bank of America position peaked at $320K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.