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RFP Financial Group’s Bank of America BAC Stock Holding History

RFP Financial Group’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 		– Sell
-3,691
Closed -$203K – 63
2025
Q4 		$203K Sell
3,691
-1,607
-30% -$84.9K 0.1% 76
2025
Q3 		$257K Sell
5,298
-2
-0% -$98 0.1% 82
2025
Q2 		$251K Hold
5,300
– – 0.1% 85
2025
Q1 		$221K Buy
5,300
+215
+4% +$9.58K 0.09% 96
2024
Q4 		$223K Hold
5,085
– – 0.09% 91
2024
Q3 		$202K Sell
5,085
-196
-4% -$7.86K 0.07% 91
2024
Q2 		$210K Buy
5,281
+740
+16% +$28.4K 0.08% 109
2024
Q1 		$172K Sell
4,541
-248
-5% -$8.51K 0.07% 99
2023
Q4 		$161K Buy
4,789
+440
+10% +$12.8K 0.07% 101
2023
Q3 		$119K Sell
4,349
-25
-0.6% -$740 0.05% 119
2023
Q2 		$125K Buy
4,374
+3,042
+228% +$86.8K 0.05% 131
2023
Q1 		$38.1K Sell
1,332
-7,120
-84% -$235K 0.04% 131
2022
Q4 		$280K Buy
+8,452
New +$291K 0.13% 79

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

RFP Financial Group's BAC Position: Q1 2026 in Review

RFP Financial Group sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,691 shares — an estimated $203K sold.

RFP Financial Group first reported a position in BAC in Q4 2022 and held it in 13 quarters. The position peaked at $280K in Q4 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • RFP Financial Group reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 3,691 Bank of America shares in Q1 2026, an estimated $203K.
  • RFP Financial Group first reported a position in Bank of America in Q4 2022 and held it in 13 quarters.
  • RFP Financial Group's Bank of America position peaked at $280K in Q4 2022.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.