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Ross\Johnson & Associates’s Bank of America BAC Stock Holding History

Ross\Johnson & Associates’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 		$5.26K Hold
108
– – 0.09% 47
2025
Q4 		$5.94K Hold
108
– – 0.11% 46
2025
Q3 		$5.57K Hold
108
– – 0.11% 46
2025
Q2 		$5.11K Hold
108
– – 0.11% 43
2025
Q1 		$4.51K Buy
108
+8
+8% +$356 0.08% 96
2024
Q4 		$4.39K Buy
+100
New +$4.4K 0.1% 51

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

Ross\Johnson & Associates's BAC Position: Q1 2026 in Review

Ross\Johnson & Associates held its Bank of America (BAC) position steady in Q1 2026 at 108 shares worth $5.26K. The position accounts for 0.09% of the portfolio, ranked #47.

Ross\Johnson & Associates first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.94K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Ross\Johnson & Associates held 108 shares of Bank of America worth $5.26K as of Q1 2026.
  • Ross\Johnson & Associates left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.09% of Ross\Johnson & Associates's portfolio in Q1 2026, its #47 holding.
  • Ross\Johnson & Associates first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Bank of America position peaked at $5.94K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.