Rossby Financial’s Bank of America BAC Stock Holding History

Rossby Financial’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	-1,500	Closed	-$82.5K	–	2273
2025 Q4	$82.5K	Buy	+1,500	New	+$79.3K	0.03%	445

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

Rossby Financial's BAC Position: Q1 2026 in Review

Rossby Financial increased its Bank of America (BAC) stake by 18% in Q1 2026, buying an estimated $55.3K and bringing the position to 7,121 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #245.

Rossby Financial first reported a position in BAC in Q1 2025 and has held it in 5 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Rossby Financial held 7,121 shares of Bank of America worth $351K as of Q1 2026.
Rossby Financial bought 1,071 Bank of America shares in Q1 2026, an estimated $55.3K.
Bank of America made up 0.07% of Rossby Financial's portfolio in Q1 2026, its #245 holding.
Rossby Financial first reported a position in Bank of America in Q1 2025 and has held it in 5 quarters since.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.