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Reflection Asset Management’s Bank of America BAC Stock Holding History

Reflection Asset 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 		$508K Sell
10,385
-1,323
-11% -$68.3K 0.31% 76
2025
Q4 		$544K Buy
+11,708
New +$619K 0.39% 58

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Reflection Asset Management's BAC Position: Q1 2026 in Review

Reflection Asset Management reduced its Bank of America (BAC) stake by 11% in Q1 2026, selling an estimated $68.3K and leaving 10,385 shares worth $508K. The position accounts for 0.31% of the portfolio, ranked #76.

Reflection Asset Management first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $544K in Q4 2025. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Reflection Asset Management held 10,385 shares of Bank of America worth $508K as of Q1 2026.
  • Reflection Asset Management sold 1,323 Bank of America shares in Q1 2026, an estimated $68.3K.
  • Bank of America made up 0.31% of Reflection Asset Management's portfolio in Q1 2026, its #76 holding.
  • Reflection Asset Management first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's Bank of America position peaked at $544K in Q4 2025.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.