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Richmond Investment Services’s Bank of America BAC Stock Holding History

Richmond Investment Services’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 		$305K Buy
6,253
+1,833
+41% +$94.6K 0.05% 201
2025
Q4 		$243K Buy
4,420
+195
+5% +$10.3K 0.04% 207
2025
Q3 		$218K Sell
4,225
-1,590
-27% -$77.6K 0.04% 209
2025
Q2 		$275K Buy
+5,815
New +$245K 0.06% 171

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

Richmond Investment Services's BAC Position: Q1 2026 in Review

Richmond Investment Services increased its Bank of America (BAC) stake by 41% in Q1 2026, buying an estimated $94.6K and bringing the position to 6,253 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #201.

Richmond Investment Services first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Richmond Investment Services held 6,253 shares of Bank of America worth $305K as of Q1 2026.
  • Richmond Investment Services bought 1,833 Bank of America shares in Q1 2026, an estimated $94.6K.
  • Bank of America made up 0.05% of Richmond Investment Services's portfolio in Q1 2026, its #201 holding.
  • Richmond Investment Services first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.