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Perigon Wealth Management’s Bank of America BAC Stock Holding History

Perigon Wealth 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
2022
Q2 		– Sell
-10,600
Closed -$95K – 574
2022
Q1 		$95K Buy
+10,600
New +$478K 0.01% 590
2021
Q4 		– Sell
-13,000
Closed -$146K – 580
2021
Q3 		$146K Buy
+13,000
New +$524K 0.01% 520

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

Perigon Wealth Management's BAC Position: Q1 2026 in Review

Perigon Wealth Management increased its Bank of America (BAC) stake by 2.8% in Q1 2026, buying an estimated $286K and bringing the position to 206,458 shares worth $10.1M. The position accounts for 0.18% of the portfolio, ranked #114.

Perigon Wealth Management first reported a position in BAC in Q1 2016 and has held it in 41 quarters since. The position peaked at $12.4M in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Perigon Wealth Management held 206,458 shares of Bank of America worth $10.1M as of Q1 2026.
  • Perigon Wealth Management bought 5,551 Bank of America shares in Q1 2026, an estimated $286K.
  • Bank of America made up 0.18% of Perigon Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Perigon Wealth Management first reported a position in Bank of America in Q1 2016 and has held it in 41 quarters since.
  • Perigon Wealth Management's Bank of America position peaked at $12.4M in Q2 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.