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Principal Securities’s Bank of America BAC Stock Holding History

Principal Securities’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 		$6.96M Sell
142,687
-17,146
-11% -$885K 0.1% 182
2025
Q4 		$8.79M Buy
159,833
+16,113
+11% +$852K 0.14% 144
2025
Q3 		$7.41M Buy
143,720
+7,009
+5% +$342K 0.12% 158
2025
Q2 		$6.47M Buy
136,711
+26,067
+24% +$1.1M 0.12% 157
2025
Q1 		$4.86M Buy
110,644
+100
+0.1% +$4.46K 0.11% 180
2024
Q4 		$4.86M Buy
110,544
+13,614
+14% +$599K 0.11% 179
2024
Q3 		$3.85M Buy
96,930
+13,105
+16% +$525K 0.09% 210
2024
Q2 		$3.33M Buy
83,825
+8,513
+11% +$326K 0.09% 208
2024
Q1 		$2.86M Buy
75,312
+6,749
+10% +$232K 0.09% 209
2023
Q4 		$2.31M Buy
+68,563
New +$2M 0.09% 224

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

Principal Securities's BAC Position: Q1 2026 in Review

Principal Securities reduced its Bank of America (BAC) stake by 11% in Q1 2026, selling an estimated $885K and leaving 142,687 shares worth $6.96M. The position accounts for 0.1% of the portfolio, ranked #182.

Principal Securities first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.79M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Principal Securities held 142,687 shares of Bank of America worth $6.96M as of Q1 2026.
  • Principal Securities sold 17,146 Bank of America shares in Q1 2026, an estimated $885K.
  • Bank of America made up 0.1% of Principal Securities's portfolio in Q1 2026, its #182 holding.
  • Principal Securities first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Bank of America position peaked at $8.79M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.