Principal Street Partners’s Bank of America BAC Stock Holding History

Principal Street 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	$223K	Sell	4,580 -68	-1%	-$3.51K	0.04%	214
2025 Q4	$256K	Hold	4,648	–	–	0.04%	191
2025 Q3	$240K	Sell	4,648 -3,484	-43%	-$170K	0.04%	222
2025 Q2	$385K	Buy	+8,132	New	+$342K	0.04%	234
2022 Q2	–	Sell	-5,470	Closed	-$225K	–	208
2022 Q1	$225K	Buy	5,470 +39	+0.7%	+$1.76K	0.05%	200
2021 Q4	$242K	Buy	5,431 +37	+0.7%	+$1.69K	0.06%	186
2021 Q3	$229K	Sell	5,394 -390	-7%	-$15.7K	0.06%	177
2021 Q2	$238K	Buy	+5,784	New	+$237K	0.06%	193

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

Principal Street Partners's BAC Position: Q1 2026 in Review

Principal Street Partners reduced its Bank of America (BAC) stake by 1.5% in Q1 2026, selling an estimated $3.51K and leaving 4,580 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #214.

Principal Street Partners first reported a position in BAC in Q2 2021 and has held it in 8 quarters since. The position peaked at $385K in Q2 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Principal Street Partners held 4,580 shares of Bank of America worth $223K as of Q1 2026.
Principal Street Partners sold 68 Bank of America shares in Q1 2026, an estimated $3.51K.
Bank of America made up 0.04% of Principal Street Partners's portfolio in Q1 2026, its #214 holding.
Principal Street Partners first reported a position in Bank of America in Q2 2021 and has held it in 8 quarters since.
Principal Street Partners's Bank of America position peaked at $385K in Q2 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.