PFS Partners’s Bank of America BAC Stock Holding History

PFS Partners’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	$2.5K	Sell	51 -27	-35%	-$1.39K	﹤0.01%	504
2025 Q4	$4.29K	Buy	78 +2	+3%	+$106	﹤0.01%	448
2025 Q3	$3.9K	Sell	76 -30	-28%	-$1.46K	﹤0.01%	447
2025 Q2	$5.03K	Hold	106	–	–	﹤0.01%	396
2025 Q1	$4.41K	Buy	106 +1	+1%	+$45	﹤0.01%	352
2024 Q4	$4.61K	Buy	105 +1	+1%	+$44	﹤0.01%	358
2024 Q3	$4.14K	Hold	104	–	–	﹤0.01%	368
2024 Q2	$4.12K	Buy	104 +1	+1%	+$38	﹤0.01%	352
2024 Q1	$3.91K	Buy	103 +1	+1%	+$34	﹤0.01%	371
2023 Q4	$3.45K	Hold	102	–	–	﹤0.01%	377
2023 Q3	$2.78K	Sell	102 -474	-82%	-$14K	﹤0.01%	382
2023 Q2	$16.5K	Buy	576 +226	+65%	+$6.45K	0.01%	205
2023 Q1	$10K	Buy	+350	New	+$11.6K	0.01%	217

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

PFS Partners's BAC Position: Q1 2026 in Review

PFS Partners reduced its Bank of America (BAC) stake by 35% in Q1 2026, selling an estimated $1.39K and leaving 51 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

PFS Partners first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.5K in Q2 2023. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

PFS Partners held 51 shares of Bank of America worth $2.5K as of Q1 2026.
PFS Partners sold 27 Bank of America shares in Q1 2026, an estimated $1.39K.
Bank of America made up ﹤0.01% of PFS Partners's portfolio in Q1 2026, its #504 holding.
PFS Partners first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
PFS Partners's Bank of America position peaked at $16.5K in Q2 2023.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.