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S-Bank Fund Management’s Bank of America BAC Stock Holding History

S-Bank Fund 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 		$11.4M Sell
233,740
-70,028
-23% -$3.61M 1.7% 15
2025
Q4 		$16.7M Sell
303,768
-22
-0% -$1.16K 2.17% 11
2025
Q3 		$15.7M Buy
303,790
+19,898
+7% +$971K 2.08% 10
2025
Q2 		$13.4M Buy
+283,892
New +$11.9M 1.98% 10

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

S-Bank Fund Management's BAC Position: Q1 2026 in Review

S-Bank Fund Management reduced its Bank of America (BAC) stake by 23% in Q1 2026, selling an estimated $3.61M and leaving 233,740 shares worth $11.4M. The position accounts for 1.7% of the portfolio, ranked #15.

S-Bank Fund Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.7M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • S-Bank Fund Management held 233,740 shares of Bank of America worth $11.4M as of Q1 2026.
  • S-Bank Fund Management sold 70,028 Bank of America shares in Q1 2026, an estimated $3.61M.
  • Bank of America made up 1.7% of S-Bank Fund Management's portfolio in Q1 2026, its #15 holding.
  • S-Bank Fund Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • S-Bank Fund Management's Bank of America position peaked at $16.7M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.